WHITEROCK WEALTH MANAGEMENT CO.
CRD #37503 SEC #801-60828 DALLAS, TX 214-691-4451
SEC Registered
Total AUM
$255.3M
Discretionary
$228M
Employees
6
Clients
1
Accounts
409
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $255.3M | $228M | $27.3M | 6 | 0 |
| Mar 2023 | $224.1M | $195.2M | $28.9M | 6 | 0 |
| Mar 2022 | $241.5M | $202.2M | $39.3M | 6 | 0 |
| Mar 2021 | $218.5M | $185.1M | $33.4M | 5 | 0 |
| Jun 2020 | $174.3M | $174.3M | $0 | 6 | 0 |
| Mar 2020 | $174.3M | $174.3M | $0 | 6 | 0 |
| Mar 2019 | $151.4M | $151.4M | $0 | 6 | 0 |
| Nov 2018 | $158.2M | $158.2M | $0 | 5 | 0 |
| Sep 2018 | $158.2M | $158.2M | $0 | 5 | 0 |
| Sep 2018 | $158.2M | $158.2M | $0 | 5 | 0 |
| Mar 2018 | $158.2M | $158.2M | $0 | 5 | 0 |
| Mar 2017 | $130.3M | $130.3M | $0 | 4 | 100 |
| Mar 2016 | $159.9M | $159.9M | $0 | 3 | 100 |
| Mar 2015 | $165.5M | $165.5M | $0 | 3 | 26 |
| Mar 2014 | $152.3M | $152.3M | $0 | 4 | 26 |
| Mar 2013 | $135M | $135M | $0 | 5 | 26 |
| Aug 2012 | $109.6M | $109.6M | $0 | 6 | 26 |
| May 2012 | $109.6M | $109.6M | $0 | 6 | 26 |
| Feb 2012 | $109.6M | $109.6M | $0 | 6 | 26 |
| Mar 2011 | $105.8M | $105.8M | $0 | 10 | -- |
| Mar 2011 | $105.8M | $105.8M | $0 | 10 | -- |
| Mar 2010 | $80.8M | $80.8M | $0 | 10 | -- |
| Mar 2009 | $72.6M | $72.6M | $0 | 5 | -- |
| Jan 2008 | $88.5M | $87.8M | $699.3K | 5 | -- |
| Jan 2007 | $75.8M | $72.8M | $3M | 10 | -- |
| Jan 2006 | $65.1M | $62.5M | $2.6M | 5 | -- |
| Jan 2005 | $62.4M | $60.6M | $1.8M | 5 | -- |
DateMar 2024
Total AUM$255.3M
Discretionary$228M
Non-Disc.$27.3M
Employees6
Clients0
DateMar 2023
Total AUM$224.1M
Discretionary$195.2M
Non-Disc.$28.9M
Employees6
Clients0
DateMar 2022
Total AUM$241.5M
Discretionary$202.2M
Non-Disc.$39.3M
Employees6
Clients0
DateMar 2021
Total AUM$218.5M
Discretionary$185.1M
Non-Disc.$33.4M
Employees5
Clients0
DateJun 2020
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees6
Clients0
DateNov 2018
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees4
Clients100
DateMar 2016
Total AUM$159.9M
Discretionary$159.9M
Non-Disc.$0
Employees3
Clients100
DateMar 2015
Total AUM$165.5M
Discretionary$165.5M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$152.3M
Discretionary$152.3M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees5
Clients26
DateAug 2012
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees6
Clients26
DateMay 2012
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees6
Clients26
DateFeb 2012
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$80.8M
Discretionary$80.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$88.5M
Discretionary$87.8M
Non-Disc.$699.3K
Employees5
Clients--
DateJan 2007
Total AUM$75.8M
Discretionary$72.8M
Non-Disc.$3M
Employees10
Clients--
DateJan 2006
Total AUM$65.1M
Discretionary$62.5M
Non-Disc.$2.6M
Employees5
Clients--
DateJan 2005
Total AUM$62.4M
Discretionary$60.6M
Non-Disc.$1.8M
Employees5
Clients--