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White Wealth Managers, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,531,732
Clients
22
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$387,806
About
White Wealth Managers, LLC provides discretionary investment management and related financial planning services to individuals, trusts, estates and other entities. The firm manages roughly $8.5 million in client assets across about two dozen accounts and begins client relationships by developing a written Financial Profile and Investment Plan tailored to each client's circumstances and risk tolerance.
The firm constructs portfolios using individual stocks, ETFs, bonds and pooled funds and applies fundamental, technical and charting analysis as part of its investment process. Portfolios are implemented and traded under discretionary authority and reviewed regularly, with strategies that can include long- and short-term purchases as well as trading, options writing, margin transactions and short sales when appropriate.
Noteworthy aspects include the advisor’s Chartered Market Technician designation and the firm’s participation in the TradePMR custodial program, which provides research, technology and access to institutional mutual funds not typically available to retail accounts. The firm does not vote proxies for client securities (clients receive proxy materials directly), and it discloses the potential conflicts created by the custodial relationship while retaining the ability to block-trade when aggregating orders.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
2% annually
Main office location
White Wealth Managers, LLC
Charlotte NC, United States
Number of offices
1
Most active in
White Wealth Managers, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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