# WHITETAIL WEALTH MANAGEMENT

WHITETAIL WEALTH MANAGEMENT is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** whitetailcapital.com

## Regulatory record

- **CRD number:** 321186
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321186

## About

WHITETAIL WEALTH MANAGEMENT is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Questions

### Does Whitetail Wealth Management participate in fund commitments or only direct deals?

Whitetail Wealth Management's investment vehicle preference is not known from public sources. It does not appear in any fund prospectuses, co-investment announcements, or secondary market filings. Without such evidence, it is unclear whether it makes fund commitments, direct investments, or both.

### What is Whitetail Wealth Management's known posture on philanthropy?

Whitetail Wealth Management does not publicly acknowledge any philanthropic structures or foundations. No donor-advised funds, charitable trusts, or grant programs are linked to the firm. If such structures exist, they are kept private.

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Last updated: 2026-08-10T23:49:37.812Z

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