$9.7M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2020
- Office Locations
- 1
Office Locations
-- OAK Lawn IL
About Whisper Wealth Builders
Whisper Wealth Builders is a OAK Lawn-based RIA. The firm has been operating for 5 years. Managing $9.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$210.2K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Services
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Owner & Executives
KYLE COLLIN MATKAITIS
Chief Compliance Officer, FOUNDER, Wealth Advisor
- CRD
- #5680849
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,671,100 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,671,100 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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