Overview
Assets Under Management: $255 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 99
Average Client Assets: $2.4 million
Frequently Asked Questions
WHITEROCK WEALTH MANAGEMENT CO. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #37503), WHITEROCK WEALTH MANAGEMENT CO. is subject to fiduciary duty under federal law.
WHITEROCK WEALTH MANAGEMENT CO. is headquartered in DALLAS, TX.
WHITEROCK WEALTH MANAGEMENT CO. serves 99 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, WHITEROCK WEALTH MANAGEMENT CO. offers financial planning and portfolio management for individuals. View all service details ↓
WHITEROCK WEALTH MANAGEMENT CO. manages $255 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, WHITEROCK WEALTH MANAGEMENT CO. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.80%
Average Client Assets: $2.4 million
Total Client Accounts: 409
Discretionary Accounts: 399
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 37503
Filing ID: 1842837
Last Filing Date: 2024-03-26 12:59:00