RIA Intel›Advisers›Nevada›WHITEROCK FINANCIAL, LLC

WHITEROCK FINANCIAL, LLC

Advisory

NV

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$416K

across 75 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$25M

Non-Discretionary AUM$6M

Discretionary %80.4%

Total Clients75

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNV, NY

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

75 clients

16 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NV

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

HEINZ GLOBAL ASSET MANAGEMENT, INC.

$31M

BODHI TREE CAPITAL MANAGEMENT, LLC

$31M

WJ INVESTMENTS, LLC

$31M

FIRMAMENT FINANCIAL, LLC

$32M

LOGICAL WEALTH MANAGEMENT INC.

$32M

INCLINE INVESTMENT MANAGEMENT, LLC

INCLINE VILLAGE, NV

$33M

Get the full picture on WHITEROCK FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WHITEROCK FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans