{
  "crd_number": 342236,
  "slug": "whiterock-wealth-design-llc-fayetteville-ar-342236",
  "primary_business_name": "WHITEROCK WEALTH DESIGN, LLC",
  "legal_name": "WHITEROCK WEALTH DESIGN, LLC",
  "dbas": [],
  "city": "Fayetteville",
  "state": "AR",
  "country": "United States",
  "cbsa_code": "22220",
  "metro": {
    "cbsa_code": "22220",
    "common_name": "Fayetteville",
    "msa_name": "Fayetteville-Springdale-Rogers, AR",
    "path": "/advisors/ar/fayetteville"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-06-04",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-28",
  "carried_forward": false,
  "raum_total": 632891285.0,
  "raum_discretionary": 632891285.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 352525.0,
      "count": 1
    },
    "individuals": {
      "raum": 172691131.0,
      "count": 558
    },
    "high_net_worth_individuals": {
      "raum": 459182943.0,
      "count": 173
    },
    "corporations_other_businesses": {
      "raum": 664686.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "MD",
    "MO",
    "NC",
    "NE",
    "OK",
    "TN",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/whiterockwealthdesign",
    "https://whiterockwealthdesign.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342236",
  "city_as_filed": "FAYETTEVILLE",
  "url": "https://advisorcensus.com/firm/whiterock-wealth-design-llc-fayetteville-ar-342236",
  "display_name": "Whiterock Wealth Design, LLC",
  "summary": "Whiterock Wealth Design, LLC is an SEC-registered investment advisory firm in Fayetteville, AR, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.",
  "citation": "AdvisorCensus. Whiterock Wealth Design, LLC (CRD 342236): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Whiterock Wealth Design, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Whiterock Wealth Design, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Whiterock Wealth Design, LLC located?",
      "a": "Whiterock Wealth Design, LLC's principal office is in Fayetteville, AR, according to its Form ADV."
    },
    {
      "q": "Is Whiterock Wealth Design, LLC registered with the SEC or a state?",
      "a": "Whiterock Wealth Design, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342236."
    },
    {
      "q": "How much does Whiterock Wealth Design, LLC manage?",
      "a": "Whiterock Wealth Design, LLC reports $632,891,285 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Whiterock Wealth Design, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (558); high net worth individuals (173); corporations or other businesses not listed above (7)."
    },
    {
      "q": "Which custodians does Whiterock Wealth Design, LLC use?",
      "a": "Whiterock Wealth Design, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Whiterock Wealth Design, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342236"
    },
    {
      "q": "What changed in Whiterock Wealth Design, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Regulatory assets under management went from $0 to $632,891,285. Registered or notice-filed in NE."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $632,891,285.",
        "Registered or notice-filed in NE."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/whiterock-wealth-design-llc-fayetteville-ar-342236.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 558,
      "fewer_than_5": false,
      "raum": 172691131.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 173,
      "fewer_than_5": false,
      "raum": 459182943.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 352525.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 664686.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342236",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}