Stefan Whitwell
Investment adviser representative at Whitwell Advisors
12 yearsExperience
2 statesRegistered in
CFADesignation
$116.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Empirical Solutions, LLC dba Chaos Holdings, LLCOct 2025 to now
- Whitwell AdvisorsJan 2025 to now
- Whitwell & Co., LLCFeb 2021 to now
- Atomi dba Whitwell AdvisorsJul 2022 to Dec 2024
- Belpointe Asset Management, LLC dba Whitwell AdvisorsFeb 2021 to Aug 2022
- National Wealth Partners, LLCAug 2017 to Mar 2021
- Team Funding SolutionsJun 2017 to Dec 2019
- Covenant Multi-family Offices, LLCNov 2014 to May 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Whitwell Advisors
Legal name: Whitwell & Co, LLC
$116.8MAssets managed
337Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2794913
- Firm CRD
- 331958