Whiterock Wealth Design, LLC
Firm details
- Headquarters
- Fayetteville, Arkansas
- CRD number
- 342236
- Registered since
- June 4, 2026
- 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
FINTRXOverview
Whiterock Wealth Design, LLC is an independent registered investment adviser organized as an LLC. The firm is recorded as SEC-registered in 2026 and serves both individual and family clients as well as institutional clients. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements combine a percentage-of-AUM model with fixed fees. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7
Andrew Whitbeck
Managing Member and Financial AdvisorCRD 5136610
Matthew Potter
Financial AdvisorCRD 6962305
Jeffrey Meekins
Financial AdvisorCRD 5962591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fayetteville, AR
Washington
Location
Fayetteville, AR
Headquartered in Fayetteville, AR, in the South of the United States.
- Region
- South
- County
- Washington
- Address
- 4426 N Waterside Ct
- Time zone
- CT (UTC-6)
- Office locations
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