Data / Investment advisers / Arkansas / Whiterock Wealth Design, LLC
Whiterock Wealth Design, LLC, Fayetteville, AR: $633 million AUM, SEC registered investment adviser
Whiterock Wealth Design, LLC is an SEC registered investment adviser with its main office in Fayetteville, Arkansas and reports $633 million in regulatory assets under management in its Form ADV filed August 28, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 342236
- SEC file number
- 801-136429
- SEC status
- 120-Day Approval, effective June 4, 2026
- Main office
- 4426 North Waterside Court 110, Fayetteville, AR 72703
- Phone
- (479) 439-5550
- Website
- whiterockwealthdesign.com
- Regulatory AUM
- $632,891,285 in the Form ADV filed August 28, 2026
- Discretionary AUM
- $632,891,285
- Accounts
- 1,892
- Employees
- 8, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 173 | $459.2 million |
| Individuals (other than high net worth individuals) | 558 | $172.7 million |
| Corporations or other businesses | 7 | $664,686 |
| Charitable organizations | 1 | $352,525 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| September 1, 2026 | $632.9 million | August 28, 2026 |
| July 1, 2026 | Not listed | June 4, 2026 |
Other advisers in Arkansas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lathrop Investment Management Company | Little Rock | $1.01 billion | Not listed | adviserinfo.sec.gov |
| The Arkansas Financial Group, Inc. | Little Rock | $971.1 million | Not listed | adviserinfo.sec.gov |
| Hexagon Capital Partners, LLC | Rogers | $965 million | Not listed | adviserinfo.sec.gov |
| TMB Capital Partners, LLC | Little Rock | $867.8 million | Not listed | adviserinfo.sec.gov |
| Meridian Investment Advisors | Little Rock | $861.6 million | Not listed | adviserinfo.sec.gov |
| Newroad Capital Partners, LLC | Bentonville | $584.4 million | 5 | adviserinfo.sec.gov |
| Gilliland Jeter Wealth Management, LLC | Little Rock | $569.1 million | Not listed | adviserinfo.sec.gov |
| Mach-1 Financial Group, LLC | Rogers | $546.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Arkansas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Whiterock Wealth Design, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.