WHITE PINE FINANCIAL LLC

WHITE PINE FINANCIAL LLC is an SEC-registered investment adviser (CRD 304042). Regulatory assets under management: $36.4M.

Registration

• CRD: 304042
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304042 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search