|
⚲
|
| Whipplewood Advisors LLC
✚
| |
|---|---|
| CRD # | 282860 |
| SEC # | 801-119590 |
| CIK # | |
| AUM | $267.4 MM (2024-02-07) |
| Employees | 6 (83% Investors, 17% Brokers) |
| Phone | 303-989-7600 |
| Address | 11852 Shaffer Drive Littleton, CO 80127 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 34.3 |
| (b) Individuals (high net worth individuals) | 38 | 232.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 349 | 267.4 |
| By Discretionary | ||
| Discretionary | 346 | 264.1 |
| Non-Discretionary | 3 | 3.3 |
| Total | 349 | 267.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.4 | |
| Total | 349 | 267.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Elliott Cove Capital Management LLC
✚
|
WA | 0.3 |
|
Bouvel Investment Partners LLC
✚
|
PA | 0.3 |
|
Monhegan Capital Management LLC
✚
|
CT | 0.3 |
|
Cascades Capital Asset Management LLC
✚
|
NC | 0.3 |
|
EPIQ Partners LLC
✚
|
MN | 0.3 |
|
Lubitz Linda S CFP PA
✚
|
FL | 0.3 |
|
BCO Wealth Management LLC
✚
|
NM | 0.3 |
|
Bridge City Capital LLC
✚
|
OR | 0.3 |
|
Athena Investment Management
✚
|
CA | 0.3 |
|
Confidence Wealth Management LLC
✚
|
NV | 0.3 |