firm profile
Whiterock Wealth Design, LLC
Overview
Whiterock Wealth Design, LLC is an SEC registered investment adviser based in Fayetteville, AR, registered since 2026. It reports $633M in assets under management across 1,892 accounts, with 8 employees. It has 7 investment adviser representatives.
- Reported AUM
- $633M
- Discretionary
- 100%
- Accounts
- 1,892
- Average account
- $335K
- Employees
- 8
- Advisory reps
- 7
- Registered since
- 2026
- Jurisdictions
- 12
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 1 of 1
- Andrew Scott Whitbeck Chief Compliance Officer, Chief Executive Officer CRD 5136610
Advisory reps 3 of 7
- Davis Wesley Cain Insurance Agent · Investment Adviser Rep CRD 6451683
- Jeffrey W Meekins Insurance Agent · Investment Adviser Rep CRD 5962591
- Matthew Kyle Potter Insurance Agent · Investment Adviser Rep CRD 6962305
4 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 4426 N Waterside Ct Ste 110
Fayetteville, AR 72703 - County
- Washington
- Metro area
- Fayetteville-Springdale-Rogers, AR
- Region
- South
Registrations
- SEC registered
- Registered in 12 jurisdictions
- Website: whiterockwealthdesign.com
Every state, with registration dates
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