Whitwell Advisors

RIASEC RegisteredEst. 2024

Total AUM

$117M

Discretionary

$117M

100% of AUM

Avg account

$239K

Accounts

489

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 331958
Registered since: November 5, 2024
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI44.48%
Individuals41.31%
Charitable Organizations7.92%
Pension & Profit Sharing Plans3.37%
Corporations / Businesses2.93%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Whitwell Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves a mix of individual and family clients as well as some institutional relationships, and it charges advisory fees as a percentage of assets under management. Core service lines listed on its ADV include financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars or workshops. The firm does not identify itself as an active ESG investor.