Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysTA Top 15 States for Average Individual Income Taxes, 2025

Chief Legal Officer, US and Chief Compliance Officer · Tiedemann Advisors, LLC

Whitney F. Lewis

CRD 7379056 · Named on Form ADV at 4 SEC-registered advisers

At a glance

Tiedemann Advisors, LLC, an SEC-registered wealth manager based in New York, NY with $31.0 billion in regulatory assets, lists Whitney F. Lewis on its Form ADV as Chief Legal Officer, US and Chief Compliance Officer, a control person. The SEC filings also name Whitney at 3 other registered advisers.

Firms and roles

  • Tiedemann Advisors, LLCChief Legal Officer, US and Chief Compliance OfficerWealth manager · New York, NY · $31B in regulatory assets
  • East End Advisors, LLCChief Legal Officer, US, Chief Compliance Officer, and Board ManagerAsset manager · New York, NY · $6.1B in regulatory assets
  • TIG Advisors LLCChief Legal Officer, US and Chief Compliance OfficerPrivate fund adviser · New York, NY · $2.0B in regulatory assets
  • Alti Wealth Management (US International), Inc.Chief Legal Officer, US and Chief Compliance OfficerWealth manager · Coral Gables, FL · $691M in regulatory assets

AtlasMembers

Whitney’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 each firm
4 firmsLocked
Control-person status
4 firmsLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Whitney on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

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