Whiterock Wealth Design, LLC

RIASEC Registered

Total AUM

$633M

Discretionary

$633M

100% of AUM

Avg account

$335K

Accounts

1,892

Employees

Advisory reps

Firm details

Headquarters: Fayetteville, Arkansas
CRD number: 342236
Registered since: June 4, 2026
Website: www.whiterockwealthdesign.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.55%
Individuals27.29%
Corporations / Businesses0.11%
Charitable Organizations0.06%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Whiterock Wealth Design, LLC is an independent registered investment adviser that began SEC registration in 2026. The firm serves both individual and family clients as well as institutional investors, and it offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its compensation model combines asset-based fees and fixed fees. The firm reports it does not position itself as a capital allocator and is not an active ESG investor. Whiterock operates as a limited liability company with domestic and individual ownership elements.