firm profile
Whitman/Peterson, LLC
Overview
Whitman/Peterson, LLC is an SEC registered investment adviser based in Westlake Village, CA, registered since 2020. It reports $2.4B in assets under management across 6 accounts, with 26 employees.
- Reported AUM
- $2.4B
- Discretionary
- 100%
- Accounts
- 6
- Employees
- 26
- Registered since
- 2020
- Jurisdictions
- 1
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 3 of 4
- Robert Adams Whitman Co-Managing Partner CRD 6029515
- Weston Warner Whitman Co-Managing Partner CRD 6028846
- Jason Carter Johnson Chief Financial Officer CRD 5268648
1 more executive officer, with direct contact details
Location
- Headquarters
- 3075 Townsgate Rd Ste 210
Westlake Village, CA 91361 - County
- Ventura
- Metro area
- Oxnard-Thousand Oaks-Ventura, CA
- Region
- West
Registrations
- SEC registered
- Registered in 1 jurisdiction
- Website: whitmanpeterson.com
Every state, with registration dates
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