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WHITMAN/PETERSON, LLC

WESTLAKE VILLAGE, CA · CRD 296087 · IAPD ↗ · whitmanpeterson.com · 818-483-1060

$2.37BRegulatory AUM
26Advisory reps
26Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2025 — WHITMAN/PETERSON, LLC grew from 21 to 26 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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