SourcingSourcing

WHITMAN/PETERSON, LLC

C25
CRD 296087·SEC 801-119061·WESTLAKE VILLAGE, CA
AUM
$2.37B
$1B+
Est. Revenue
$23.7M
@ 1% on AUM
Est. EBITDA
$7.1M
@ 30% margin
Est. Deal Value
$56.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WHITMAN/PETERSON, LLC
CRD
296087
SEC file #
801-119061
EIN
—
DBA names
—

Economics

AUM
$2.37B
AUM band
$1B+
AUM trajectory
'21'26
$891.4M → $2.37B▲ +165%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
26
Advisory staff (per ADV)
26
Advisory staff (5-yr trend)
'21'26
15 advisors → 26 advisors▲ +73%
Primary office
WESTLAKE VILLAGE CA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
whitmanpeterson.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WHITMAN/PETERSON HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
WHITMAN/PETERSON HOLDINGS, LLC
JOHNSON, JASON, CARTER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WHITMANPETERSON.COM
Rdap Domain Creation Date
2010-06-11T00:22:32Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo12
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-06-11T00:22:32Z
Rdap Domain Last Changed
2025-05-11T06:33:35Z
Rdap Nameservers
Coco.ns.cloudflare.comRay.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
JOHNSON, JASON, CARTER
Executive Officer · 2.5%
5268648
NONATO, JEROME, EDWARD
Executive Officer · 2.5%
5038760
WHITMAN, ROBERT, ADAMS
Executive Officer · 2.5%
6029515
WHITMAN, WESTON, WARNER
Executive Officer · 2.5%
6028846