Stefan Whitwell

Current Employers

Employment History

• 11/2014 → 05/2017
  Covenant Multi-Family Offices, Llc
  San Antonio, TX
• 06/2017 → 12/2019
  Team Funding Solutions
  Austin, TX
• 08/2017 → 03/2021
  National Wealth Partners, Llc
  Austin, TX
• 02/2021 → 08/2022
  Belpointe Asset Management, Llc Dba Whitwell Advisors
  Reno, NV
• 07/2022 → 12/2024
  Atomi Dba Whitwell Advisors
  Irvine, CA
• 02/2021 → Present
  Whitwell & Co., Llc
  Austin, TX
• 12/2024 → Present
  Whitwell & Co.
  Austin, TX
• 10/2025 → Present
  Empirical Solutions, Llc Dba Chaos Holdings, Llc
  Austin, TX

Previous Registrations

• 2022-07-08 → 2025-01-03
  Compound Planning, Inc.
  New York, NY
  Austin, TX
• 2021-03-03 → 2022-08-05
  Belpointe Asset Management Llc
  Austin, TX
  Reno, NV
• 2017-09-01 → 2021-04-29
  National Wealth Partners Llc
  Austin, TX
  Las Vegas, NV
• 2014-12-12 → 2017-06-07
  Covenant
  San Antonio, TX
  Austin, TX
• 2014-06-27 → 2014-10-08
  Ameriprise Financial Services, Llc
  San Antonio, TX

Other Businesses

1) Stefan Whitwell is a licensed real estate broker in the state of TX; Investment-related; 4805 Brisa Way, Bee Cave, 78738, TX; Since 2006; 0hrs p/month; Keeps license for personal transactions only. 2) Empirical Solutions, LLC (dba Chaos Holdings, LLC, also known as "Team Chaos"); Non investment-related;4805 Brisa Way, Bee Cave, 78738, TX; Provides consulting services to business owners focused on improving operational efficiency and cash flow through the use of artificial intelligence and automation tools; Co-Founder; 2025; 8hrs p/month; Helping design the architecture of the firm.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-24
• S63 Uniform Securities Agent State Law Examination
  1996-09-23

Designations

Other Names

• Stefan Whitwell