# Whitetail Wealth Management

> Whitetail Wealth Management is a state-registered investment advisory firm, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated July 22, 2024.

- CRD: 321186
- Filed as: WHITETAIL WEALTH MANAGEMENT
- Legal name: Whitetail Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: July 22, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321186
- AdvisorCensus page: https://advisorcensus.com/firm/whitetail-wealth-management-321186

## Quick answers

**How is Whitetail Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Whitetail Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Whitetail Wealth Management registered with the SEC or a state?**
Whitetail Wealth Management is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321186.

**Does Whitetail Wealth Management 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/321186

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- 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. Whitetail Wealth Management (CRD 321186): Form ADV filing data as of October 2026.