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Firm profile

Whiterock Wealth Design, LLC

FAYETTEVILLE, ARCRD 342236Latest ADV August 28, 2026

Whiterock Wealth Design, LLC is a limited liability company based in FAYETTEVILLE, AR.

Assets Under Management
$633M
Employees
8
Offices
--
Total Clients
739

Associated firm names

1 name listed
  • WHITEROCK WEALTH DESIGN, LLC
Primary office
FAYETTEVILLE, AR
4426 NORTH WATERSIDE COURT 110, FAYETTEVILLE, AR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAndrew S. Whitbeck

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees

Client Coverage Demographics

Top client segmentIndividuals represent 75.5% of total clients.
Top client categories% of clientsClients
1
Individuals
75.5%
558
2
HNWI
23.4%
173
3
Corporations
0.9%
7
4
Charitable
0.1%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$633Mas of August 28, 2026
Discretionary100.0%
$633M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$633M
Total Accounts1,892
10Y AUM Change+$633M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee92:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.