WhiteRock Wealth Design, LLC

EST. AUM
$632,891,285

CONTACTS

CLIENT ACCOUNTS
1,892

Firm Details

Metro area Little Rock
CRD Number 342236
Website whiterockwealthdesign.com
Client types

Overview

WhiteRock Wealth Design, LLC is an independent registered investment adviser based in Fayetteville, Arkansas. Formed in 2018 and entering active market operations as a licensed fiduciary in 2026, the firm is owned under a 50/50 joint structure by BlackTree, LLC and ClearPath, LLC. WhiteRock provides custom multi-asset portfolio configurations, standalone personal wealth coaching, corporate tax consulting, and institutional retirement plan consulting. The firm’s allocation framework applies a blend of fundamental business analysis, quantitative research metrics, and Modern Portfolio Theory (MPT) to assemble diversified equity, fixed-income, and exchange-traded fund portfolios tailored to individual client metrics.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

WhiteRock Wealth Design, LLC

Platform Details

Investment Preferences

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