Whittier Green Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Whittier Green Wealth Management LLC provides portfolio management and comprehensive financial planning services to individuals, high-net-worth individuals, and employer‑sponsored retirement plans. The firm also offers business financial planning and retirement plan consulting in addition to its retail advisory work and generally charges asset‑based advisory fees for ongoing portfolio management.
The firm documents client objectives in an Investment Policy Statement and offers both discretionary and non‑discretionary management, using a mix of methods (charting, cyclical, fundamental, quantitative, technical and modern portfolio theory) and strategies that include long‑term and short‑term trading as well as options trading. Its advice covers a broad investment universe — mutual funds, ETFs (including precious‑metal ETFs), fixed income, REITs, commodities, private placements and venture capital — and it requires clients to custody assets with selected custodians.
Compared with peers, Whittier Green is a recently formed, very small adviser that nonetheless has expanded into services that are less common for firms of its size, notably business financial planning and employer‑sponsored retirement plan services, while reporting no assets under management as of its June 2026 filing. The firm’s practice features several operational distinctions — it requires use of specified custodians, does not aggregate trades for multiple clients, does not participate in wrap fee programs, and engages in higher‑risk instruments (options, private placements, venture capital) that affect its risk profile relative to many small independent advisers.
Client services
Expertise
Occupation focus
Fee options
$2,500 fixed project fee for business financial planning services.
$0 - $2,000,000: 1.00% $2,000,001+: 0.75%
$250 per hour for business financial planning services outside project scope.
Main office
1801 Century Park East
Century City CA 90067
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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