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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID PETER | I | VICE PRESIDENT | NA | |
| GURUN, DAVID, PETER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| GURUN, DAVID, PETER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| LASTELICK, JOSEPH JEROME JR | I | VICE PRESIDENT | NA | |
| LASTELICK, JOSEPH JEROME JR | I | VICE PRESIDENT | NA | |
| LASTELICK, JOSEPH JEROME JR | I | VICE PRESIDENT | NA | |
| MARTIN, CHARLES HENRY MR. | I | VICE PRESIDENT | NA | |
| MARTIN, CHARLES HENRY MR. | I | VICE PRESIDENT | NA | |
| MARTIN, CHARLES HENRY MR. | I | VICE PRESIDENT | NA | |
| RUFFING, JAMES ROBERT | I | VICE PRESIDENT | NA | |
| RUFFING, JAMES ROBERT | I | VICE PRESIDENT | NA | |
| RUFFING, JAMES ROBERT | I | VICE PRESIDENT | NA | |
| GURUN, JOHN JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT | E | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT | E | Control |
| GURUN, DAVID, PETER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| GURUN, DAVID, PETER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| GURUN, DAVID, PETER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| GURUN, DAVID, PETER | I | CCO | C | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT | C | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT | C | Control |
| GURUN, JOHN, JOSEPH | I | PRESIDENT | C | Control |
Registrations
Federal
IA
Mar 26, 2024 REGISTERED
Notice Filings (1)
TX
Address
8350 NORTH CENTRAL EXPRESSWAYSUITE 925
DALLAS, TX 75206
United States
Phone: 214-691-4451