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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-05-2024
- Office Locations
- 4
Office Locations
About Whitwell Advisors
Whitwell & Co., LLC is a modern wealth management firm (HQ Austin, TX) serving business owners, senior executives, and clients in transition nationwide. The team combines tax planning, coordinated asset protection with clients’ CPAs/attorneys, and investment management including access to non-traditional strategies and private investing. Licensed in every state, with a tech-forward client experience and recurring investor update call.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW THOMAS LUCICH
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
STEFAN WHITWELL
Advisor, Chief Executive Officer
- CRD
- #2794913
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Tracy Lee Dibble
Director of Tax Planning
- CRD
- #8155882
ERIK ROBERT DODDS
Chief Compliance Officer, CHIEF MARKETING OFFICER
- CRD
- #4356082
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,800,554 | $238,856 |
| Non-Discretionary | $0 | -- |
| Total | $116,800,554 | $238,856 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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