# White Wealth Managers, LLC

> White Wealth Managers, LLC is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 14, 2025.

- CRD: 153967
- Filed as: WHITE WEALTH MANAGERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: April 14, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153967
- AdvisorCensus page: https://advisorcensus.com/firm/white-wealth-managers-llc-153967

## Quick answers

**How is White Wealth Managers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), White Wealth Managers, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is White Wealth Managers, LLC registered with the SEC or a state?**
White Wealth Managers, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153967.

**How much does White Wealth Managers, LLC manage?**
White Wealth Managers, LLC reports $8,531,732 in regulatory assets under management in its Form ADV filing dated April 14, 2025 (100% discretionary).

**What types of clients does White Wealth Managers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22).

**Does White Wealth Managers, 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/153967

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $8,531,732
- Discretionary: $8,531,732
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $8,531,732 |
| High net worth individuals | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. White Wealth Managers, LLC (CRD 153967): Form ADV filing data as of October 2026.