# Whisper Wealth Advisors LLC

Whisper Wealth Advisors LLC is a RIA based in Temple, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Temple, United States
- **Region:** North America
- **Address:** St. Petersburg, FL, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** whisperwealth.com

## Regulatory record

- **CRD number:** 339118
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339118

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning

## People

- Matt Paladino — Co-Founder, President & Chief Investment Officer
- Jackie Arce — Co-Founder & Chief Operating Officer

## 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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- [Rovia Advisors](https://altss.com/profile/rovia-advisors-llc)
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Last updated: 2026-06-03T20:00:00.000Z

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