Whipplewood Advisors, LLC
● SEC registered since 2020CRD 282860SEC# 801-119590Littleton, CO
Reg. AUM
$324.5M
Employees
6
Accounts
375
Location
Littleton, CO
Whipplewood Advisors, LLC assets under management
Whipplewood Advisors, LLC is an SEC-registered investment adviser based in Littleton, CO. The firm has been registered since 2020. It reports $324.5 million in regulatory assets under management and employs 6 people.
Whipplewood Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Ernest Hubbard Control | Member, Cco | 25-50% | 2020 |
| Mona Lynn Feeley Control | Member | 25-50% | 2016 |
| Richard Jay Whipple Control | Member | 25-50% | 2016 |
Frequently asked questions
How much does Whipplewood Advisors, LLC manage?
Whipplewood Advisors, LLC reports $324.5 million in regulatory assets under management on its Form ADV.
How many employees does Whipplewood Advisors, LLC have?
Whipplewood Advisors, LLC reports 6 employees.
Where is Whipplewood Advisors, LLC located?
Whipplewood Advisors, LLC is based in Littleton, CO and has been SEC-registered since 2020.
Does Whipplewood Advisors, LLC disclose fund performance?
Whipplewood Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11852 Shaffer Drive, Building B, Littleton, CO 80127 |
| Phone | 303-551-8016 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$324.5M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$324.5Mregulatory AUM
Discretionary $320.5MNon-discretionary $4M