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WHETSTONE CAPITAL ADVISORS

MISSION WOODS, KS · CRD 155414 · IAPD ↗ · 913-951-2700

$415.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2024 — WHETSTONE CAPITAL ADVISORS reported RAUM up 41% ($210.2M -> $296.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.