Investment adviser · CRD 342236
WHITEROCK WEALTH DESIGN, LLC
Investment adviser filing (IA)
FAYETTEVILLE, AR, United States · Form ADV filed Aug 28, 2026
- Regulatory AUM
- $633M Form ADV · Item 5.F
- Client accounts
- 1,892 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 173 | $459,182,943 | 72.6% |
| Individuals | 558 | $172,691,131 | 27.3% |
| Corporations & businesses | 7 | $664,686 | 0.1% |
| Charities | 1 | $352,525 | 0.1% |
Filing source
Form ADV 2129617 · Aug 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Aug 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
4426 NORTH WATERSIDE COURT 110FAYETTEVILLE, AR, 72703, United States
CRD 342236
Filing source
Form ADV 2129617 · Aug 28, 2026 · 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.