WHITEROCK WEALTH MANAGEMENT CO.

DALLAS, Texas·5 registered advisors·CRD# 37503
SEC# 801-608280214-691-4451
01

Firm Overview

AUM
$255M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WHITEROCK WEALTH MANAGEMENT CO.

5 registered advisors
Charles Henry Mr. Martin
DALLAS, Texas
David Peter Gurun
DALLAS, Texas
James Robert Ruffing
DALLAS, Texas
John Joseph Gurun
DALLAS, Texas
Joseph Jerome Jr Lastelick
DALLAS, Texas
05

Office Locations

DALLAS, Texas
5 advisors

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Data sourced from SEC Form ADV filings. WHITEROCK WEALTH MANAGEMENT CO. (CRD# 37503) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.