Best Investors
Account
Sign in
Best Investors
Account
Sign in
Whiterock Wealth Design, LLC CRD 342236
$633M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4426 North Waterside Court 110, Fayetteville, AR 72703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED | 2026-06-04 |
Branch Locations
4426 North Waterside Court 110, Fayetteville, AR 72703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Springdale | AR | 03/2012 | 05/2018 |
| Whiterock Wealth Design, Llc | Fayetteville | AR | 06/2026 | Present |
| Raymond James Financial Services, Inc. | Fayetteville | AR | 05/2018 | 06/2026 |
| Raymond James Financial Services Advisors Inc. | Fayetteville | AR | 05/2018 | 06/2026 |
| University Of Arkansas | Fayetteville | AR | 08/2024 | Present |
| Whiterock Wealth Design Llc | Fayetteville | AR | 05/2018 | 06/2026 |
| Clearpath Llc | Springdale | AR | 05/2018 | Present |
(1) Name of Business: ClearPath LLC Address: 3652 Tanglewood Drive, Springdale, AR, 72764, United States Activity Type: Holding Company Position/Title: Owner Investment Related: Yes Start Date: 05/31/2018 Hours per month devoted to this business: 4 House per month devoted to this business during trading hours: 0 Description of duties: ClearPath LLC is a 50% owner of WhiteRock Wealth Design LLC and acts solely as a holding company. (2)Name of Business: Outside insurance policies Address: 4426 N Waterside Court, Suite 110, Fayetteville, AR, 72703, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: These are companies that we have historical client policies with (3)Name of Business: Wilkinson, Robert & Erin Address: 3652 Tanglewood Drive, Springdale, AR, 72764, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 08/30/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a trustee for our family trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-28 |
Reach out to this advisor