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Whisper Wealth Advisors LLC
WHISPER WEALTH ADVISORS LLC is a state-registered investment adviser in TEMPLE, TX. It has 1 employee and 1 investment adviser. The firm is based in Texas.
Overview
WHISPER WEALTH ADVISORS LLC is a state-registered investment adviser in TEMPLE, TX. It has 1 employee and 1 investment adviser. The firm is based in Texas.
General information
Firm type
RIA
Year founded
2018
Location
Region
North America
Country
United States
City
Temple
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.
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.
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.
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