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WHITESPACE FINANCIAL, LLC
CRD 149069 · SEC 801-69858
425 PAGE MILL RD, 2ND FLOOR, PALO ALTO, CA, 94306, United States
Phone
650-777-7588
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$62.9M
Discretionary AUM
$30.9M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $4.8M |
| High net worth individuals | 10 | $34.3M |
| Pension/profit sharing plans | 1 | $23.8M |
All web addresses on file
Official SEC filing: View on IAPD