Whiterock Wealth Design, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 342236
· SEC file 801-136429
· Fayetteville, AR
· WWW.WHITEROCKWEALTHDESIGN.COM
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ADV data as of Jun 04, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 8
AUM over time
$0
$0
May 5, 2026
Jun 4, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 04, 2026
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Scott Whitbeck | Registered representative | Jun 2026 (0y) | ||
| Abigail Leah Rycraw | Registered representative | Jun 2026 (0y) | ||
| Daniel Joseph Robards | Registered representative | Jun 2026 (0y) | ||
| Davis Wesley Cain | Registered representative | Jun 2026 (0y) | ||
| Jeffrey William Meekins | Registered representative | Jun 2026 (0y) | ||
| Matthew Kyle Potter | Registered representative | Jun 2026 (0y) | ||
| Robert Steven Wilkinson | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗