Updated:
Whisper Wealth Advisors LLC
Matt Paladino and Jackie Arce founded Whisper Wealth Advisors in St. Petersburg, Florida, in 2018.
Whisper Wealth Advisors LLC
Matt Paladino and Jackie Arce founded Whisper Wealth Advisors in St. Petersburg, Florida, in 2018. Paladino previously managed a private wealth advisory team at Raymond James, where he accumulated two decades of financial services experience. The firm's wealth origin appears tied to the principals' careers rather than a single family fortune. The firm structures itself as a fiduciary RIA offering comprehensive financial planning, investment management, and estate planning services. Client portfolios emphasize low-cost ETFs, individual bonds, and tax-efficient strategies tailored for families and business owners. Whisper Wealth does not maintain a venture capital or private equity allocation; its focus is on traditional wealth preservation and income generation. Whisper Wealth operates exclusively from its St. Petersburg office, with no disclosed satellite locations. The team includes credentialed advisors with CFP and CPA designations. No separate philanthropic foundation or operating company has been publicly identified. A 2023 regulatory filing confirmed the firm's fiduciary registration with the SEC, but AUM remained undisclosed. The firm's structural differentiator lies in its boutique independence: it avoids the product-push culture of wirehouses and the volume-driven model of large robo-advisors, relying instead on referrals from CPAs and estate attorneys. Paladino's direct client-facing role keeps the investment process tied to family-specific cash-flow needs.
General information
Firm type
RIA
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
St. Petersburg
Corporate office
St. Petersburg, FL, United States
Principals
Matt Paladino
Co-Founder, President & Chief Investment Officer
Jackie Arce
Co-Founder & Chief Operating Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Whisper Wealth Advisors?
Matt Paladino, co-founder and Chief Investment Officer, leads investment strategy. His background includes leading a private wealth advisory team at Raymond James. Jackie Arce, co-founder and COO, oversees operations and client service.
Is Whisper Wealth Advisors a single family office or an RIA?
Whisper Wealth is a registered investment advisor (RIA), not a family office. It serves multiple families and business owners, operating under a fiduciary standard. The firm does not appear to manage a single concentrated family fortune.
Does Whisper Wealth Advisors disclose its AUM?
No. The firm does not publicly disclose a total AUM figure. Its SEC Form ADV filings list the firm as an RIA without a public AUM number, making it smaller or less inclined to market institutional scale.
What investment philosophy does Whisper Wealth Advisors follow?
The firm favors low-cost, tax-efficient strategies using ETFs and individual bonds. The focus is on wealth preservation, income generation, and intergenerational planning rather than high-growth venture investing.
Does Whisper Wealth Advisors invest in private markets or alternatives?
Available public information does not indicate direct investments in venture capital, private equity, or hedge funds. The firm's strategy appears centered on traditional publicly traded securities and financial planning.
Where is Whisper Wealth Advisors located?
The firm's only known office is in St. Petersburg, Florida. No additional offices have been publicly disclosed.
How does Whisper Wealth Advisors source new clients?
Referrals from estate attorneys, CPAs, and existing clients form the primary client acquisition channel. The firm does not engage in large-scale marketing or institutional fundraising.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: