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Chief Compliance Officer, Managing Member · Whiterock Wealth Design, LLC

Andrew S. Whitbeck

CRD 5136610 · Named on Form ADV at one SEC-registered adviser

At a glance

Whiterock Wealth Design, LLC, an SEC-registered wealth manager based in Fayetteville, AR with $633 million in regulatory assets, lists Andrew S. Whitbeck on its Form ADV as Chief Compliance Officer, Managing Member, a control person.

Firms and roles

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.