Joseph
Lastelick
Whiterock Wealth Management Co
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About this Advisor
Joseph Lastelick is a financial advisor working out of Dallas, Texas who has 11 years of industry experience. Lastelick is an advisor for Whiterock Wealth Management Co. Over the course of their career, Lastelick has held roles at Gurun Investment Advisors, Inc, Dallas Watch & Diamonds and Noah'S Fine Watches & Jewelry. Lastelick has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Whiterock Wealth Management Co is an advisory business based in Dallas, TX. It administers $224 million in assets among its 385 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 385 accounts, 64% are held by high-net-worth individuals who have greater than $1 million in assets. The business provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically depend on which services are provided. Fee types charged by Whiterock Wealth Management Co most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Whiterock Wealth Management Co Brokerage Details
$224,060,792
6
385
$581,976
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Lastelick Work History
Joseph has been registered as a financial advisor for 11 years.*
Dallas Watch & Diamonds
Noah'S Fine Watches & Jewelry
Gurun Investment Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Lastelick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Whiterock Wealth Management Co
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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