Whipplewood Advisors, LLC
Whipplewood Advisors, LLC is an SEC-registered mass-market adviser in Littleton, CO with $324.5M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Whipplewood Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282860, SEC 801-119590, data through 2026-05-08.
- AUM (assets under management / regulatory AUM)
- $324.5M (2026-05-08)
- Firm type
- Mass-Market Adviser
- Location
- Littleton, CO
- Employees
- 6
- Clients
- 377
- CRD
- 282860
- Ownership
- FEELEY, MONA, LYNN; WHIPPLE, RICHARD, JAY; HUBBARD, JOSEPH, ERNEST
How much AUM does Whipplewood Advisors, LLC have?
Whipplewood Advisors, LLC reported $324.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-08).
Who owns Whipplewood Advisors, LLC?
Disclosed owners and executives of Whipplewood Advisors, LLC include FEELEY, MONA, LYNN, WHIPPLE, RICHARD, JAY, HUBBARD, JOSEPH, ERNEST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.