Whiterock Wealth Design, LLC: applying for SEC registration, $633M AUM, Fayetteville, AR
Whiterock Wealth Design, LLC (Fayetteville, Arkansas): applying for SEC registration, $633M AUM, Fayetteville, AR. Its amount of 633 is top-decile (91st percentile of 1,149 records). Dated 153 days ago, it serves as a historical benchmark. Score 65/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 633 · 91th percentile of 1,149 NewRiaPulse records · 4.7x the median
Free preview: all 11 published fields of this record are shown below. Locked: 2 related AR NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Whiterock Wealth Design, LLC |
| Legal name | Whiterock Wealth Design, LLC |
| CRD | 342236 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-06-04 |
| Latest Form ADV filing | 2026-08-28 |
| Location | Fayetteville, AR, United States |
| Regulatory AUM | $632,891,285 |
| Accounts | 1892 |
| Employees | 8 |
| Website | HTTPS://WWW.WHITEROCKWEALTHDESIGN.COM |
| amount percentile | 91th of 1,149 (median 134, 4.7x median) |
| Peer records CSV (3 AR records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-04
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (AR first): Hatcher Capital Investments, INC. · Hulsey Capital Management, INC. · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Whiterock Wealth Design, LLC and 3 Arkansas peers
- Arkansas NewRiaPulse records like this one: 3
- Whiterock Wealth Design, LLC's amount: 91st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Arkansas peer: $600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
65 / 100 Score
- $633M under management.
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Whiterock Wealth Design, LLC in Fayetteville, Arkansas?
Whiterock Wealth Design, LLC applied for SEC registration as an investment adviser (2026-06-04) with $632,891,285 in regulatory assets under management, based in Fayetteville, AR.
How does Whiterock Wealth Design, LLC compare to other Arkansas NewRiaPulse records?
This is a top-decile record: its amount of 633 is 4.7x the median of 134 across 1,149 records. It is 153 days old; check the official source for later updates before acting.
Whiterock Wealth Design, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Whiterock Wealth Design, LLC | Fayetteville, AR | 633 | 91st | 2026-06-04 |
| Florida Atlantic Securities Corp. | Miami, FL | 590 | 90th | 2026-08-05 |
| Sageone Investment Managers LLP | Pune | 691 | 91st | 2026-09-21 |
| Banyan Tree Advisors Pvt. LTD. | Bangalore | 562 | 90th | 2026-08-20 |
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.