Whiterock Wealth Design, LLC
● SEC registered since 2026CRD 342236SEC# 801-136429Fayetteville, AR
Reg. AUM
$632.9M
Employees
8
Accounts
1,892
Location
Fayetteville, AR
Whiterock Wealth Design, LLC assets under management
Whiterock Wealth Design, LLC is an SEC-registered investment adviser based in Fayetteville, AR. The firm has been registered since 2026. It reports $632.9 million in regulatory assets under management and employs 8 people.
Whiterock Wealth Design, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Scott Whitbeck Control | Chief Compliance Officer, Managing Member | Under 5% | 2018 |
| Blacktree, LLC Control | Holding Company | 50-75% | 2018 |
| Clearpath LLC Control | Holding Company | 50-75% | 2018 |
| Andrew & Ann Whitbeck Revocable Trust, U/T/D July 29, 2014 Control | Indirect Owner | Over 75% | 2018 |
| Andrew Scott Whitbeck Control | Trustee | — | 2018 |
| Ann K. Whitbeck | Trustee | — | 2018 |
| Erin L. Wilkinson | Trustee | — | 2018 |
| Robbie & Erin Wilkinson Revocable Trust, U/T/D August 30th, 2012 Control | Indirect Owner | Over 75% | 2018 |
| Robert Steven Wilkinson Control | Trustee | — | 2018 |
Frequently asked questions
How much does Whiterock Wealth Design, LLC manage?
Whiterock Wealth Design, LLC reports $632.9 million in regulatory assets under management on its Form ADV.
How many employees does Whiterock Wealth Design, LLC have?
Whiterock Wealth Design, LLC reports 8 employees.
Where is Whiterock Wealth Design, LLC located?
Whiterock Wealth Design, LLC is based in Fayetteville, AR and has been SEC-registered since 2026.
Does Whiterock Wealth Design, LLC disclose fund performance?
Whiterock Wealth Design, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4426 North Waterside Court 110, Fayetteville, AR 72703 |
| Phone | (479) 439-5550 |
| Office hours | 8:30 a.m. - 3:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,340 advisers
EmployeesTop 47%
More than 53% of 16,820 advisers
Assets under management
$632.9Mregulatory AUM
Discretionary $632.9M