White Sail Advisors LLC
RIASEC Registered
Total AUM
$4.7M
Discretionary
$4.2M
90% of AUM
Avg account
$141K
Accounts
33
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 315447
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI70.59%
- Individuals29.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
White Sail Advisors LLC is an independent, single-owner registered investment adviser that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses. Its billing mixes AUM-based fees with hourly charges. White Sail does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1
Brent Seehusen
Managing Member And Chief Compliance OfficerCRD 7395943
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Independence Wealth Group
RIAAUM $4.7MTEAM 3REPS 3
Discovery Investment Research LLC
RIAAUM $4.7MTEAM 1REPS 1
Bishop Financial Services LLC
RIANaperville, IL
AUM $4.7MTEAM 1REPS 1
Rack Consulting LLC
RIAAUM $4.7MTEAM 1REPS 1
Actuarial Direct LLC
RIAPahrump, NV
AUM $4.7MTEAM 1REPS 2
3g Capital LLC
RIAUrbandale, IA
AUM $4.7MTEAM 1REPS 1