# WHITE PINE FINANCIAL LLC

WHITE PINE FINANCIAL LLC is an SEC-registered investment adviser.

## Registration

- CRD: 304042
- Type: SEC-registered investment adviser
- Phone: 801-839-5730
- Latest filing: 2026-02-11
- Regulatory AUM: $36.4M
- Discretionary AUM: $33.9M
- Non-discretionary AUM: $2.5M
- Clients: 2
- Accounts: 41

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304042/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304042/similar
- Related entities: https://search.stillhousedata.com/firm/304042/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304042

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.