# Whiterock Wealth Design, LLC

> 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.

- CRD: 342236
- Filed as: WHITEROCK WEALTH DESIGN, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Fayetteville, AR
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342236
- AdvisorCensus page: https://advisorcensus.com/firm/whiterock-wealth-design-llc-fayetteville-ar-342236

## Quick answers

**How is Whiterock Wealth Design, LLC compensated?**
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).

**Where is Whiterock Wealth Design, LLC located?**
Whiterock Wealth Design, LLC's principal office is in Fayetteville, AR, according to its Form ADV.

**Is Whiterock Wealth Design, LLC registered with the SEC or a state?**
Whiterock Wealth Design, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342236.

**How much does Whiterock Wealth Design, LLC manage?**
Whiterock Wealth Design, LLC reports $632,891,285 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**What types of clients does Whiterock Wealth Design, LLC serve?**
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).

**Which custodians does Whiterock Wealth Design, LLC use?**
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.

**Does Whiterock Wealth Design, LLC report any disciplinary disclosures?**
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

**What changed in Whiterock Wealth Design, LLC's recent Form ADV filings?**
In the September 2026 filing data: Regulatory assets under management went from $0 to $632,891,285. Registered or notice-filed in NE.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $632,891,285
- Discretionary: $632,891,285
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 558 | $172,691,131 |
| High net worth individuals | 173 | $459,182,943 |
| Charitable organizations | 1 | $352,525 |
| Corporations or other businesses not listed above | 7 | $664,686 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, FL, MD, MO, NC, NE, OK, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- whiterockwealthdesign.com
- LinkedIn @whiterockwealthdesign

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $0 to $632,891,285.
- Registered or notice-filed in NE.

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Whiterock Wealth Design, LLC (CRD 342236): Form ADV filing data as of October 2026.