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Financial Advisor   

$50MM AUM | $400,000 GDC in Vancouver, WA

Member Level
Premier
Last Activity
within 2 months

Business Mix:

30% Comm
70% Fee

General

Location
Vancouver, WA, US
12 Month Gross Revenue
$400,000
Number of Accounts
600
Avg Client Age
55

Overview

I started Whitehouse Wealth Management 3 years ago. After spending 10 years as a Regional VP for an investment company I went independent and in a short time grew my company to 50M AUM and 400k in revenue. The growth was both organic and through acquisition. I have had several successful acquisitions and would be happy to supply references to past sellers. In the last year I have added on staff and additional advisors to increase our capacity. We are looking to partner with other advisors who would like to protect, sunset, or sell their practices.

 
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