RIA Intel›Advisers›Utah›WHITE PINE FINANCIAL LLC

WHITE PINE FINANCIAL LLC

Advisory

UT

Data as of Feb 11, 2026 · Source: SEC Form ADV

Average account

$889K

across 41 accounts

AUM per adviser

$18M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$36M

Discretionary AUM$34M

Non-Discretionary AUM$3M

Discretionary %93%

Total Clients34

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

34 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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