Whittier Advisors, LLC
● SEC registered since 2022CRD 318024SEC# 801-126237Newport Beach, CA
Reg. AUM
$1.89B
Employees
7
Accounts
30
Location
Newport Beach, CA
Whittier Advisors, LLC assets under management
Whittier Advisors, LLC is an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2022. It reports $1.9 billion in regulatory assets under management and employs 7 people.
Whittier Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Dahl Control | Chief Executive Officer | Under 5% | 2021 |
| Heather Nicole Slate | Chief Compliance Officer | Under 5% | 2023 |
| J. Caleb Silsby | Board Member | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Whittier Advisors, LLC manage?
Whittier Advisors, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Whittier Advisors, LLC have?
Whittier Advisors, LLC reports 7 employees.
Where is Whittier Advisors, LLC located?
Whittier Advisors, LLC is based in Newport Beach, CA and has been SEC-registered since 2022.
Does Whittier Advisors, LLC disclose fund performance?
Whittier Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4695 MacArthur Court, Suite 1500, Newport Beach, CA 92660 |
| Phone | 949-341-4250 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.89B▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.89Bregulatory AUM
Discretionary $1.89B