$31.2M Total AUM
$25.1M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-25-2010
- Office Locations
- 1
Office Locations
-- LAS Vegas NV
About Whiterock Financial, LLC
Whiterock Financial, LLC is a Las Vegas-based RIA providing investment management and financial planning focused on retirement readiness, risk/return management, tax strategies, and debt reduction. Its SMA portfolios appear predominantly ETF-based, with client accounts held at major custodians such as Charles Schwab and Merrill.
Team overview
43 AVG AGE
$31.2M AVG AUM / ADVISOR
$416.0K AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DAWSON J WHITE
Financial Advisor, General Partner, President
- CRD
- #4900151
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,100,000 | -- |
| Non-Discretionary | $6,100,000 | -- |
| Total | $31,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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