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Building 2WHITEROCK WEALTH MANAGEMENT CO.

Map pinDALLAS, TX
Phone214-691-4451
NotebookSEC #801-60828
Total AUM
$255.3M
Employees
6
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8350 NORTH CENTRAL EXPRESSWAY
SUITE 925
DALLAS
TX 75206
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
214-691-4451

ReceiptFinancials

Total AUM
$255.3M
Accounts
409
Discretionary
$228M
Accounts
399
Non-Discretionary
$27.3M
Accounts
10

ContactClients

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Individual Clients
60
AUM
$18.4M
HNW Individual Clients
99
AUM
$236.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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