RIA Intel›Advisers›North Carolina›WHITE WEALTH MANAGERS, LLC

WHITE WEALTH MANAGERS, LLC

Advisory

NC

Data as of Apr 14, 2025 · Source: SEC Form ADV

Average account
$388K
across 22 accounts
AUM per adviser
$9M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 14, 2025.

Total AUM
$9M
Discretionary %
100%
Clients
22
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

J. BROOKS & COMPANY, LLC
$9M
CURATED CAPITAL & PLANNING LLC
LEWISVILLE, NC
$8M
PENSION PLANNING SOLUTIONS, INC.
GREENSBORO, NC
$9M
+12.5% 1Y
GREY CAPITAL MANAGEMENT LLC
CHARLOTTE, NC
$9M
LIONSIGHT CAPITAL, LLC
$8M
FLORES BAYNE LLC
$9M

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