Whiterock Wealth Management
WhiteRock is a family-owned, independent wealth management firm located in Dallas, Texas. As a SEC Registered Investment Advisor, we have a fiduciary obligation to place your interests first at all times. WhiteRock enables clients to achieve their goals by tailoring reliable financial guidance that adapts to life. We are passionate about listening to and understanding what our clients want to achieve, systematically making it easy for clients to reach those goals, and proactively addressing their needs. We look forward to the opportunity to serve you.
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Verified contacts
2
available on Kipplo
LinkedIn employees
1
1 to 10 range
Open roles
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no listings
Distinct roles
2
indexed titles
Tech stack
0
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Monthly traffic
26
organic / mo
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- CE
Charity Eden
Vice President Operations · Operations
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Ellissa Kiowski
Client Relations & Operations Manager · Customer/Client Service
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Top roles at Whiterock Wealth Management
2 distinct titles indexed · top 2 shown.
- 1client relations & operations manager
- 1vice president operations
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