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WHITWELL ADVISORS
WHITWELL & CO, LLC
CRD 331958 · SEC 801-131151
CA, United States
Phone
512-766-7775
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.8M
Discretionary AUM
$116.8M
Team
9 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 256 | $48.2M |
| High net worth individuals | 56 | $52.0M |
| Pension/profit sharing plans | 6 | $3.9M |
| Charitable organizations | 2 | $9.2M |
| Corporations/business entities | 17 | $3.4M |
States served
CA, LA, MN, NV, NY, VA, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD