Andrew Scott Whitbeck

Employer firm

Whiterock Wealth Design, LLC CRD 342236

$633M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Whiterock Wealth Design
  Fayetteville, AR
• 02/2006 → 05/2018
  Arvest Wealth Management
  Springdale, AR
• 05/2018 → 06/2026
  Raymond James Financial Services, Inc.
  Fayetteville, AR
• 05/2018 → 06/2026
  Raymond James Financial Services Advisors Inc.
  Fayetteville, AR
• 05/2018 → Present
  Blacktree, Llc
  Fayetteville, AR
• 05/2018 → 06/2026
  Whiterock Wealth Design
  Fayetteville, AR

Previous Registrations

• 2018-05-31 → 2026-06-12
  Raymond James Financial Services Advisors, Inc
  Fayetteville, AR
  Fayetteville, AR
• 2006-05-26 → 2018-06-11
  Arvest Wealth Management
  Rogers, AR
  Huntsville, AR
  Springdale, AR
  Fayetteville, AR

Other Businesses

(1)Name of Business: Bravo Whiskey LLC Address: 3810 North Sugarberry Lane, Springdale, AR, 72764, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/25/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC for the purpose of owning an airplane for personal use. (2) NWA FLYERS, LLC Address: 3810 North Sugarberry Lane, Springdale, AR, 72764, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/25/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC for the purpose of owning an airplane for personal use. (3)Name of Business: BlackTree, LLC Address: 3810 North Sugarberry Lane, Springdale, AR, 72764, United States Activity Type: Support company Position/Title: Owner/Officer/President Investment Related: Yes Start Date: 05/30/2018 Hours per month devoted to this business: 0-1 Hours Hours per month devoted to this business during trading hours: 0-1 Hours Description of duties: BlackTree, LLC owns 50% of and acts as a support company for WhiteRock Wealth Design LLC. This association provides a substantial source of Mr. Whitbeck's income.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-25