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WHIPPLEWOOD ADVISORS, LLC
CRD 282860 · SEC 801-119590
11852 SHAFFER DRIVE, BUILDING B, LITTLETON, CO, 80127, United States
Phone
303-551-8016
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$324.5M
Discretionary AUM
$320.5M
Team
6 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $29.7M |
| High net worth individuals | 197 | $290.6M |
| Charitable organizations | 6 | $600K |
| Corporations/business entities | 5 | $3.6M |
States served
AZ, CA, CO, IL, NE, NM, TX
Official SEC filing: View on IAPD