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Andrew & Ann Whitbeck Revocable Trust, U/T/D July 29, 2014

Indirect OwnerWhiterock Wealth Design, LLC

About Andrew & Ann Whitbeck Revocable Trust, U/T/D July 29, 2014

Andrew & Ann Whitbeck Revocable Trust, U/T/D July 29, 2014 is listed as Indirect Owner at Whiterock Wealth Design, LLC in Fayetteville, AR. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Whiterock Wealth Design, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Andrew & Ann Whitbeck Revocable Trust, U/T/D July 29, 2014 work?

Andrew & Ann Whitbeck Revocable Trust, U/T/D July 29, 2014 is listed as Indirect Owner at Whiterock Wealth Design, LLC on SEC Form ADV.

How much of Whiterock Wealth Design, LLC does Andrew & Ann Whitbeck Revocable Trust, U/T/D July 29, 2014 own?

Form ADV reports a beneficial ownership band of Over 75%.

Whiterock Wealth Design, LLC

TitleIndirect Owner
OwnershipOver 75%
Control personYes
Since2018
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