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Whiterock Wealth Design, LLC

● SEC registered since 2026CRD 342236SEC# 801-136429Fayetteville, AR
Export (members)
Reg. AUM
Employees
8
Accounts
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 employs 8 people.

Whiterock Wealth Design, LLC owners & executives

9 reported
NameTitleOwnershipSince
Andrew Scott Whitbeck ControlChief Compliance Officer, Chief Executive OfficerUnder 5%2018
Blacktree, LLC ControlHolding Company50-75%2018
Clearpath LLC ControlHolding Company50-75%2018
Andrew & Ann Whitbeck Revocable Trust, U/T/D July 29, 2014 ControlIndirect OwnerOver 75%2018
Andrew Scott Whitbeck ControlTrustee2018
Ann K. WhitbeckTrustee2018
Erin L. WilkinsonTrustee2018
Robbie & Erin Wilkinson Revocable Trust, U/T/D August 30th, 2012 ControlIndirect OwnerOver 75%2018
Robert Steven Wilkinson ControlTrustee2018

Frequently asked questions

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

Address4426 North Waterside Court 110, Fayetteville, AR 72703
Phone(479) 439-5550
Office hours8:30 a.m. - 3:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

How this firm compares

EmployeesTop 47%
More than 53% of 16,824 advisers