# WHITEROCK WEALTH MANAGEMENT CO.

WHITEROCK WEALTH MANAGEMENT CO. of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 37503
- Type: SEC-registered investment adviser
- SEC file number: 801-60828
- Location: 8350 NORTH CENTRAL EXPRESSWAY, SUITE 925, DALLAS, TX, 75206
- Phone: 214-691-4451
- Latest filing: 2024-03-26
- Regulatory AUM: $255.3M
- Discretionary AUM: $228.0M
- Non-discretionary AUM: $27.3M
- Clients: 6
- Accounts: 409

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| GURUN JOHN JOSEPH | PRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| GURUN DAVID PETER | CCO; VICE PRESIDENT; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| MARTIN CHARLES HENRY MR | VICE PRESIDENT | — |
| RUFFING JAMES ROBERT | VICE PRESIDENT | — |
| LASTELICK JOSEPH JEROME JR | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/37503/brochure
- Similar advisers: https://search.stillhousedata.com/firm/37503/similar
- Related entities: https://search.stillhousedata.com/firm/37503/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/37503

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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.