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WHITEROCK WEALTH MANAGEMENT CO.

DALLAS, TX · CRD 37503 · IAPD ↗ · whiterockwm.com · 214-691-4451

$255.3MRegulatory AUM
3Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2025 — WHITEROCK WEALTH MANAGEMENT CO. (DALLAS, TX) left the SEC roster (was $255.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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