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Whipplewood Advisors, LLC

● SEC registered since 2020CRD 282860SEC# 801-119590Littleton, CO
Export (members)
Reg. AUM
$288M
Employees
7
Accounts
371
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 $288 million in regulatory assets under management and employs 7 people.
View on SEC.gov ↗

Whipplewood Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Joseph Ernest Hubbard ControlMember, Cco25-50%2020
Mona Lynn Feeley ControlMember25-50%2016
Richard Jay Whipple ControlMember25-50%2016

Frequently asked questions

How much does Whipplewood Advisors, LLC manage?

Whipplewood Advisors, LLC reports $288 million in regulatory assets under management on its Form ADV.

How many employees does Whipplewood Advisors, LLC have?

Whipplewood Advisors, LLC reports 7 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

Address11852 Shaffer Drive, Building B, Littleton, CO 80127
Phone303-551-8016
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$284.3M
Non-discretionary$3.7M
Total (RAUM)$288M