Whitwell Advisors
Whitwell Advisors is an SEC-registered mass-market adviser with $116.8M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Whitwell Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331958, SEC 801-131151, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $116.8M (2026-06-18)
- Firm type
- Mass-Market Adviser
- Employees
- 9
- Clients
- 337
- CRD
- 331958
- Ownership
- WHITWELL, STEFAN; LUCICH, ANDREW, THOMAS; SMITH, JEFFREY, ANDREW; 0123581321 TRUST; WHITWELL, FLORIANO, LUZIO
How much AUM does Whitwell Advisors have?
Whitwell Advisors reported $116.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Whitwell Advisors?
Disclosed owners and executives of Whitwell Advisors include WHITWELL, STEFAN, LUCICH, ANDREW, THOMAS, SMITH, JEFFREY, ANDREW, 0123581321 TRUST, WHITWELL, FLORIANO, LUZIO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.