Overview
WhiteRock Wealth Management Co. is located in Dallas, Texas and has been providing
investment management services for over 35 years. The Firm is owned by John J. Gurun and
David P. Gurun who each own a controlling interest and Kevin R. Tehan who owns a minority
interest of the issued common stock.
The Firm seeks preservation of principal and wealth accumulation for clients by constructing
investment portfolios that provide income and the potential for capital appreciation. Each client’s
portfolio is designed to assist individuals achieve their long-term financial objectives consistent
with their circumstances, preferences, and risk tolerance levels. Clients may impose restrictions
on investing in certain securities or types of securities.
As of December 31, 2023, the Firm managed approximately $255,332,207
representing 159
relationships (409 accounts). Assets managed on a discretionary basis totaled approximately
$227,988,745 of the $255,332,207 under management.
In addition to the construction and management of investment portfolios, WhiteRock Wealth
Management may provide financial planning services. The Firm may receive separate
compensation for financial planning services from existing or new clients.
Financial planning services may include cash flow analysis, retirement and educational funding,
estate and legacy planning, investment analysis or other specific needs as requested by the client.
The Firm does not offer nor participate in wrap fee programs.
The Firm does not offer legal advice to clients. Clients are encouraged to consult with their
attorneys on legal issues.