Investment adviser · CRD 159195

WHEREWITHAL LLC

Investment adviser filing (IA)

· Form ADV filed Apr 23, 2015

Regulatory AUM
$23.8K
Form ADV · Item 5.F
Client accounts
3
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 23, 2015. View historical filings

Reported services

Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets · Fixed

Principal office

CRD 159195

Filing source

Form ADV 913405 · Apr 23, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.