Whisper Wealth Builders

Whisper Wealth Builders (CRD# 310842) is a financial advisory firm headquartered in , . They manage $5,327,803 in 22 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.whisper-wealth.com/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $242,173
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Whisper Wealth Builders
Showing 1 - 1 of 1 top financial advisors.
1
Kyle Matkaitis, financial advisor Oak Lawn IL
Kyle C. Matkaitis
CRD#: 5680849
Oak Lawn, IL

Kyle Matkaitis (CRD# 5680849) is an Investment Advisor Representative working at Whisper Wealth Builders in Oak Lawn, IL and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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