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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-02-2021
- Office Locations
- 1
Office Locations
About Whisper Financial
Whisper Financial is a boutique, founder-led RIA providing collaborative financial planning that blends coaching and planning for clients navigating transitional life moments. Offerings include planning engagements, online personal finance courses, and a standalone tax preparation service; the firm is also crypto-certified for digital-asset questions. Investment implementation is primarily ETF-based, with custody via platforms including Altruist.
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Investment Vehicles
Platform
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Owner & Executives
Ginger Eusebio Lyle Ames
Chief Compliance Officer, FOUNDER
- CRD
- #6769744
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,578,119 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,578,119 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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