# WHITLEY FINANCIAL, LLC

WHITLEY FINANCIAL, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://whitleyfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/whitleynewman

## Regulatory record

- **CRD number:** 316607
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316607

## About

Whitley Financial, LLC is a state-registered investment adviser with approximately $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Who runs Whitley Financial, LLC?

No named principals or management team members have been identified in public sources. The firm's ownership and leadership structure are undisclosed.

### What is the investment strategy of Whitley Financial?

There is no publicly available information describing the firm's investment strategy, target asset classes, or geographic focus. The entity has not filed any public investment reports or press releases detailing its activities.

### Where is Whitley Financial headquartered?

No headquarters location or registered address for Whitley Financial, LLC has been found in public records, state filings, or business databases.

### What is the AUM of Whitley Financial?

Assets under management have not been disclosed by the firm or reported by any third party. The figure is unknown.

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- [Niemann Investments LLC](https://altss.com/profile/niemann-investments-llc)
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Last updated: 2026-07-06T01:24:28.899Z

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