Whitetail Wealth Management

Whitetail Wealth Management offers discretionary and non-discretionary asset management services that are tailored to documented client goals, time horizons, and risk tolerances, with investment selection, asset allocation and portfolio monitoring provided as part of its ongoing advisory program. The firm’s ADV notes this is an initial filing and shows no client assets under management at this time.

The firm describes an investment process that uses fundamental analysis and may be implemented directly or through third‑party sub‑advisors; Whitetail Wealth Management states it has discretion to hire, fire, and oversee sub‑advisors who maintain their own models and execute trades in client accounts. Clients may grant the firm full discretionary authority, and the firm discloses that it may select and appoint independent advisors with authority to further delegate those investment responsibilities.

Noteworthy aspects identified in the brochure include that the firm’s principal also operates as a licensed insurance agent, devoting approximately 20% of his time to that activity and receiving separate commissions, a relationship the firm discloses as a potential conflict of interest. The brochure further discloses that the firm requires the use of Charles Schwab as custodian, may receive research or “soft dollar” benefits tied to brokerage activity, and manages accounts separately rather than aggregating trades.