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| Whipplewood Advisors LLC
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|---|---|
| CRD # | 282860 |
| SEC # | 801-119590 |
| CIK # | 0002052510 |
| AUM | 324.5 M (2026-05-08) |
| Employees | 6 (100% Investors, 17% Brokers) |
| Fees | |
| Minimum | |
| Phone | 303-551-8016 |
| Address | 11852 Shaffer Drive Littleton, CO 80127 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 3.9 | ||
| Apple Inc | 3.5 | ||
| Ares Capital Corp | 2.3 | ||
| Enterprise Products Partners L P | 2.3 | ||
| Nvidia Corp | 2.2 | ||
| Blackstone Secured Lending Fund | 2.0 | ||
| Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | 1.9 | ||
| Microsoft Corp | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 29.7 |
| (b) Individuals (high net worth individuals) | 197 | 290.6 |
| (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 | 6 | 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 | 5 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 375 | 324.5 |
| By Discretionary | ||
| Discretionary | 372 | 320.5 |
| Non-Discretionary | 3 | 4.0 |
| Total | 375 | 324.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 324.5 | |
| Total | 375 | 324.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052510] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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