Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
Whitlock Wealth is a 7-person private wealth advisory practice of Ameriprise Financial Services, LLC, founded in 1994 and based in Lake Ridge, Virginia. It delivers personalized financial planning, investment management, and retirement/college/Medicare advisory services to high-net-worth individuals and families across the U.S.
- Company typePrivate
- Founded-
- HeadquartersLake Ridge, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC does
Whitlock Wealth is a private wealth advisory practice operating under Ameriprise Financial Services, LLC, headquartered in Lake Ridge, Virginia with a secondary office in Manassas. Founded in 1994 and staffed by approximately 7 employees, the practice delivers personalized financial planning and investment management services to high-net-worth individuals and families across life stages, covering retirement, college, and Medicare planning needs. Its core offering combines one-to-one advisory engagements with secure digital account access, financial calculators, educational videos, and market/economic insights sourced from Ameriprise Financial's research platform.
The practice does not build proprietary technology; it leverages Ameriprise's digital tools, investment product shelf, and advisor infrastructure to deliver advice and manage client portfolios. Product surface is complemented by a recurring educational seminar series (e.g., College Planning Essentials, Understanding Medicare from A to D) co-hosted with guest presenters from asset managers such as J.P. Morgan Asset Management, First Eagle Investments, and Federated Hermes.
Whitlock Wealth's revenue model is fee-based and recurring, generated through AUM-based fees, flat-rate advisory fees, and commissions on financial products distributed via Ameriprise Financial Services, LLC. Client acquisition combines digital channels (practice website, social media, email), a formalized 'Introduce us' client referral program, and complimentary initial consultations. The practice serves clients primarily in Virginia through its two physical offices and reaches U.S.-wide clients via Ameriprise's national infrastructure.
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC firmographics
Firmographics- Name
- Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
- Legal name
- Ameriprise Financial Services, LLC
- Website
- https://whitlockwealth.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Whitlock Wealth is a 7-person private wealth advisory practice of Ameriprise Financial Services, LLC, founded in 1994 and based in Lake Ridge, Virginia. It delivers personalized financial planning, investment management, and retirement/college/Medicare advisory services to high-net-worth individuals and families across the U.S.
- Ownership category
- akta.pro rank
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)
Keywords
Where Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC is headquartered
LocationHeadquarters
- HQ city
- Lake Ridge
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management and Advisory Fees: Revenue is generated through financial advisory fees, which may include AUM-based fees, flat-rate advisory fees, and/or commissions on financial products (investments, insurance) distributed through Ameriprise Financial Services, LLC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Complimentary initial consultation followed by personalized advisory services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC product offering
Product offeringCore offering
Whitlock Wealth provides personalized financial planning and investment management services to individuals and families, including retirement planning, college planning, and Medicare guidance. The practice delivers these services through one-on-one advisory relationships supported by Ameriprise Financial's digital tools, research, and product platform. Revenue is generated through AUM-based advisory fees, flat-rate advisory fees, and commissions on financial products distributed through Ameriprise Financial Services, LLC.
Product overview
Whitlock Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC, offering a unified suite of financial advisory and planning services. The core offering combines personalized financial planning and investment management, supported by secure digital tools for account access and collaboration. Additional offerings include educational seminars (College Planning Essentials, Understanding Medicare from A to D), financial calculators, and market/economic insights provided through Ameriprise Financial's research platform. The practice serves clients in the Lake Ridge and Manassas, Virginia areas.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning and Advisory Services Comprehensive financial planning and advisory services providing personalized financial advice based on client goals, life stages, investments, and changing needs through meaningful connections and regular discussions. Designed for individuals and families seeking lifetime financial guidance.
- Personalized Investment Management Custom investment strategies and solutions designed based on individual client needs to help plan for financial goals and objectives. For individuals and families building or managing investment portfolios.
- College Planning Essentials Seminar Complimentary educational session covering college costs, financial aid utilization, and the importance of saving and investing for education. For prospective clients and families planning for higher education expenses.
- Understanding Medicare from A to D Seminar Educational seminar guiding participants through Medicare benefits, the enrollment process, coordination with other insurance, and available resources. For individuals approaching or navigating Medicare eligibility.
Quantifiable outcome
- 4.8/5 client satisfaction rating based on 70 reviews
Companies that use Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
Customer profileSegments1 record
Ideal customer profiles1 record
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor.
- First Eagle InvestmentsminorJeff Nymark, CIMA from First Eagle Investments presents the Understanding Medicare from A to D seminar as part of Whitlock Wealth's educational event series. This is a co-hosted educational event.
- J.P. Morgan Asset ManagementminorMatt Moslander, CIMA, Executive Director, Client Advisor from J.P. Morgan Asset Management presents the College Planning Essentials seminar hosted by Whitlock Wealth. This is a co-hosted educational event, not a formal strategic partnership.
- Federated HermesminorDamian McIntyre, CFA, FRM, CAIA from Federated Hermes participated in the We Built This City: Breaking Ground on AI & Policy Promises in 2026 educational event hosted by Whitlock Wealth.
Scale indicators1 record
Recent moves6 records
Expansion highlights4 records
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC competitors and assessment
Company assessmentBroad incumbents
- Edward Jones: Large national advisor-led wealth management firm serving mass-affluent and HNW clients with personalized financial planning. Closely comparable to Whitlock's advisor-driven, relationship-based model and product mix (advisory + brokerage).
- Fidelity Wealth Services: Fidelity's advisor-led wealth management offering, providing financial planning, investment management, and retirement guidance for HNW households. Comparable in planning-led positioning and target segment.
- Raymond James Financial Services: Diversified financial services firm with a large advisor network providing wealth management, financial planning, and investment solutions. Comparable advisor-driven model and similar product shelf for HNW and mass-affluent clients.
- Robert W. Baird: Employee-owned wealth management firm with a regional advisor network delivering financial planning, investment management, and retirement solutions. Comparable in advisor-led service model targeting mass-affluent and HNW households.
- Janney Montgomery Scott: Mid-size broker-dealer with an advisor-led wealth management franchise serving HNW clients through local offices. Comparable in advisor-led model and product mix, particularly relevant for practices in the Mid-Atlantic.
- Merrill Lynch Wealth Management: Bank-owned wealth management franchise delivering personalized financial advice, investment management, and lending to HNW clients. Comparable in offering breadth and target segment, though much larger scale than a 7-person practice.
- Morgan Stanley Wealth Management: Bank-owned wealth management franchise serving HNW and UHNW clients with personalized advisory, lending, and investment solutions. Comparable client segment and planning-led value proposition.
- Wells Fargo Advisors: Broker-dealer network offering investment advisory, retirement, college, and financial planning services through local advisors. Directly comparable in delivery model and target client.
- Charles Schwab Private Client: Schwab's advisor-led wealth management offering for HNW clients, combining personalized planning with brokerage, banking, and digital tools. Comparable in product breadth, though differentiated by Schwab's direct-to-consumer scale.
Direct peers
- Other Ameriprise Financial Services practices: Practices operating under the same Ameriprise Financial Services, LLC umbrella, offering the same product shelf, technology stack, and compliance framework as Whitlock Wealth. They are the closest direct comparables in business model, target client, and delivery mechanism.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC social profiles
Digital presenceWhitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC leadership team
Management profileNumber of profiles
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
What does Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC do?
Whitlock Wealth provides personalized financial planning and investment management services to individuals and families, including retirement planning, college planning, and Medicare guidance. The practice delivers these services through one-on-one advisory relationships supported by Ameriprise Financial's digital tools, research, and product platform. Revenue is generated through AUM-based advisory fees, flat-rate advisory fees, and commissions on financial products distributed through Ameriprise Financial Services, LLC.
Is Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC a public or private company?
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC is a private company. It is classified as corporate owned and is currently operating.
When was Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC founded?
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC was founded in -1. It employs 1 to 10 people.
Where is Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC based?
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC is headquartered in Lake Ridge, United States, in the North America region.
How does Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC make money?
One revenue line is on record: wealth Management and Advisory Fees.
Who are Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC's main competitors?
Broad incumbents on record are Edward Jones, Fidelity Wealth Services, Raymond James Financial Services, Robert W. Baird, Janney Montgomery Scott, Merrill Lynch Wealth Management, Morgan Stanley Wealth Management, Wells Fargo Advisors and Charles Schwab Private Client. Other Ameriprise Financial Services practices is listed as a direct peer.
Does Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC have an API?
No public API is recorded for Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC.
What industry is Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC in?
Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 52394 and its SIC code is 6282.