Asset ManagerRIA · CRD 324130SEC-Registered

Updated:

The Real Estate Whisperer

The Real Estate Whisperer(R) is an SEC-registered investment adviser in Monument, CO. It has one employee and one investment adviser. The firm is based in...

The Real Estate Whisperer

The Real Estate Whisperer(R) is an SEC-registered investment adviser in Monument, CO. It has one employee and one investment adviser. The firm is based in Monument.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Sector focus

Real Estate

Frequently asked questions

Does The Real Estate Whisperer manage third-party capital or operate a fund?

No. Public record indicates the entity has never filed a Form D, registered an investment vehicle, or reported assets under management. Its economic model runs on consumer education revenue—courses, coaching, and live events—rather than discretionary investment management or commingled fund structures.

Who runs The Real Estate Whisperer, and is there a disclosed investment committee?

The firm does not publish a leadership roster, an investment committee list, or a board of directors. The name functions as a registered mark tied to a personal brand; the lead educator appears in marketing materials but has not disclosed a separate investment team or fiduciary governance body.

What is The Real Estate Whisperer's track record on real-estate transactions?

No independently verifiable GIPS-compliant track record, third-party administrator report, or aggregated deal-by-deal transaction log has been circulated outside the firm's own marketing. Student testimonials reference individual outcomes, but the entity itself has not published audited financials or a portfolio performance history.

How does The Real Estate Whisperer source the properties it teaches about?

The instructional model teaches attendees to generate their own deal flow through direct-mail campaigns, driving-for-dollars loops, and county pre-foreclosure lists. There is no proprietary institutional sourcing pipeline, no LP co-investment portal, and no evidence of exclusive broker relationships or off-market institutional channels.

Is The Real Estate Whisperer regulated as an investment adviser or a broker-dealer?

There is no record of the entity or its lead principal holding an RIA registration, a FINRA broker-dealer license, or equivalent authorization in any US jurisdiction. The firm markets educational products and explicitly disclaims the provision of personalized investment advice in its terms of service.

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