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WHITEROCK WEALTH DESIGN, LLC
CRD 342236File 801-136429
APPROVED-120
Retail clients
Custody
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$632.9M
Above cohort median (national)
Discretionary AUM
$632.9M
Clients
739
1,892 accounts
Employees
8
Above cohort median in AR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 4, 2026
- Principal office
- 4426 NORTH WATERSIDE COURT 110, FAYETTEVILLE, AR, 72703
- Phone
- (479) 439-5550
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $632.9M
- Discretionary AUM
- $632.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,892
- Non-discretionary accounts
- 0
- Total accounts
- 1,892
- AUM per client
- $856K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $665K |
| Charitable organizations | 1 | $353K |
| High net worth individuals | 173 | $459.2M |
| Individuals (other than high net worth individuals) | 558 | $172.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 29, 2026 | Custody | No | Yes | |
| Aug 29, 2026 | Clients | 0 | 739 | increased by739 |
| Aug 29, 2026 | AUM | $0 | $632,891,285 | increased by$632,891,285 |
| Aug 29, 2026 | Accounts | 0 | 1,892 | increased by1,892 |
| Jul 1, 2026 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WHITEROCK WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WHITEROCK WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.