WHITEROCK WEALTH DESIGN, LLC

Overview

Whiterock Wealth Design, LLC is an SEC-registered limited liability company that appears to be a recently established advisory firm (registration year 2026). The firm markets a mix of fee arrangements, including asset-based percentage fees and fixed fees, and identifies its owner structure as involving a domestic entity and an individual. Its stated advisory activities cover financial planning, portfolio management for individuals and small businesses, and pension consulting services. Administrative flags indicate the firm is newly formed, not a multi-state adviser, not an active ESG investor, and not identified as a capital allocator or related adviser. The regulatory classification attached to the firm is unclassified, which is consistent with a nascent practice still defining its client base and service footprint. The firm lists pension consulting among its service offerings but is not designated as a pension consultant in the profile metadata.

Assets & Accounts

Location & Offices