Wesley White has been an investment adviser representative at Altruist Advisors since September 2026, and is not listed among the firm’s executive officers or direct owners.
Altruist Advisors LLC is a Culver City, CA firm with $190M under management, 244 clients and 6 advisers in one office, as of its September 2026 filing.
Wesley White’s longest registration was 12 years at Brookstone Wealth Advisors, LLC (2014–2026). Before joining Altruist Advisors in 2026, Wesley White was registered through Brookstone Capital Management LLC and Formula Folio Investments.
- Altruist Advisors LLCCurrent– present · under a yearRaleigh, NC · Adviser representative · Firm CRD 340784
- Brookstone Capital Management LLC– · 4 yearsRaleigh, NC · Adviser representative · Firm CRD 141413
- Formula Folio Investments– · 6 yearsRaleigh, NC · Adviser representative · Firm CRD 153467
- Brookstone Wealth Advisors, LLC– · 12 yearsRaleigh, NC · Adviser representative · Firm CRD 137658
Investment adviser representative registrations
Wesley White is registered as an investment adviser representative in North Carolina, since September 2026.
- North CarolinaSince 10 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 March 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Wesley Michael White
- CRD
- 5509595
- Firm
- Altruist Advisors · CRD 340784
- Office
- 4350 Lassiter at North Hills Avenue, Suite 240, Raleigh, NC 27609
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Wesley White work?
Wesley White is an investment adviser representative registered through Altruist Advisors LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Wesley White a financial advisor?
Yes. Wesley White has a current investment-adviser registration in North Carolina, through Altruist Advisors since September 2026.
How many years of experience does Wesley White have?
Wesley White has 12 years in the financial industry, since March 2014, across 4 adviser firms.
What exams has Wesley White passed?
Wesley White passed the Series 65 in March 2014.
Where did Wesley White work before Altruist Advisors?
Before Altruist Advisors, Wesley White was registered through Brookstone Capital Management LLC, January 2022 to September 2026; Formula Folio Investments, January 2015 to December 2021; Brookstone Wealth Advisors, LLC, March 2014 to September 2026.
Where is Wesley White based?
Wesley White’s registered office is in Raleigh, NC.
Is Wesley White registered with FINRA?
No. Wesley White has no current broker registration.
How can I verify Wesley White’s record?
Search CRD 5509595 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wesley White’s full registration record.