Whiterock Wealth Management Company

Whiterock Wealth Management Company (CRD# 37503) is a financial advisory firm headquartered in Dallas, TX. They manage $224,060,792 in 385 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    224
    MILLION
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $581,976
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Whiterock Wealth Management Company
Showing 1 - 5 of 5 top financial advisors.
1
David P. Gurun
CRD#: 1947575
8350 North Central Expressway, Suite 925, Dallas, TX 75206

David Gurun (CRD# 1947575) is an Investment Advisor Representative working at Whiterock Wealth Management Company in Dallas, TX and has over 34 years of experience in the finance industry.

2
John J. Gurun
CRD#: 232210
8350 North Central Expressway, Suite 925, Dallas, TX 75206

John Gurun (CRD# 232210) is an Investment Advisor Representative working at Whiterock Wealth Management Company in Dallas, TX and has over 40 years of experience in the finance industry.

3
Joseph J. Lastelick
CRD#: 2822734
8350 North Central Expressway, Suite 925, Dallas, TX 75206

Joseph Lastelick (CRD# 2822734) is an Investment Advisor Representative working at Whiterock Wealth Management Company in Dallas, TX and has over 27 years of experience in the finance industry.

4
Kevin R. Tehan
CRD#: 6555010
8350 North Central Expressway, Suite 925, Dallas, TX 75206

Kevin Tehan (CRD# 6555010) is an Investment Advisor Representative working at Whiterock Wealth Management Company in Dallas, TX and has over 7 years of experience in the finance industry.

5
Matthew C. Thompson
CRD#: 7444395
8350 North Central Expressway, Suite 925, Dallas, TX 75206

Matthew Thompson (CRD# 7444395) is an Investment Advisor Representative working at Whiterock Wealth Management Company in Dallas, TX and has over 2 years of experience in the finance industry.

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