WHIPPLEWOOD ADVISORS, LLC

WHIPPLEWOOD ADVISORS, LLC of LITTLETON, CO is an SEC-registered investment adviser (CRD 282860). Regulatory assets under management: $324.5M.

Registration

• CRD: 282860
• SEC file number: 801-119590
• Type: Registered investment adviser
• Location: 11852 SHAFFER DRIVE, BUILDING B, LITTLETON, CO, 80127
• Phone: 303-551-8016
• Latest filing: 2026-05-08
• Regulatory AUM: $324.5M
• Discretionary AUM: $320.5M
• Non-discretionary AUM: $4.0M
• Clients: 6
• Accounts: 375

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282860 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search