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WHITEROCK FINANCIAL, LLC

CRD 155140

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$31.2M

Discretionary AUM

$25.1M

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals53$6.6M
High net worth individuals16$20.5M
Pension/profit sharing plans6$4.1M

All web addresses on file

Official SEC filing: View on IAPD