Overview
Assets Under Management: $117 million
High-Net-Worth Clients: 56
Average Client Assets: $0.9 million
Frequently Asked Questions
WHITWELL ADVISORS 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 #331958), WHITWELL ADVISORS is subject to fiduciary duty under federal law.
WHITWELL ADVISORS serves 56 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, WHITWELL ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
WHITWELL ADVISORS manages $117 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, WHITWELL ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.48%
Average Client Assets: $0.9 million
Total Client Accounts: 489
Discretionary Accounts: 489
Regulatory Filings
CRD Number: 331958
Filing ID: 2056124
Last Filing Date: 2026-03-23 16:54:40