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WHITMAN/PETERSON, LLC
CRD 296087 · SEC 801-119061
3075 TOWNSGATE ROAD, SUITE 210, WESTLAKE VILLAGE, CA, 91361, United States
Phone
818-483-1060
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.37B
Discretionary AUM
$2.37B
Team
26 total employees; 26 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $2.37B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD