# White Pine Financial LLC

> White Pine Financial LLC is a state-registered investment advisory firm in Draper, UT, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 304042
- Filed as: WHITE PINE FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Draper, UT
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304042
- AdvisorCensus page: https://advisorcensus.com/firm/white-pine-financial-llc-draper-ut-304042

## Quick answers

**How is White Pine Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), White Pine Financial LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is White Pine Financial LLC located?**
White Pine Financial LLC's principal office is in Draper, UT, according to its Form ADV.

**Is White Pine Financial LLC registered with the SEC or a state?**
White Pine Financial LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304042.

**How much does White Pine Financial LLC manage?**
White Pine Financial LLC reports $36,431,775 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (93% discretionary).

**What types of clients does White Pine Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (17).

**Does White Pine Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304042

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $36,431,775
- Discretionary: $33,898,269
- Non-discretionary: $2,533,506

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $6,138,487 |
| High net worth individuals | 17 | $25,901,286 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,392,002 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- whitepinefinancial.com
- Facebook @whitepinefinancial
- LinkedIn @white-pine-financial-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. White Pine Financial LLC (CRD 304042): Form ADV filing data as of October 2026.