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| Happy Holidays!! thanks for using AUM13F!! |
| Whipplewood Advisors LLC
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| CRD # | 282860 |
| SEC # | 801-119590 |
| CIK # | 0002052510 |
| AUM | $288.0 M (2025-03-21) |
| Employees | 7 (100% Investors, 14% Brokers) |
| Phone | 303-989-7600 |
| Address | 11852 Shaffer Drive Littleton, CO 80127 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.2 | ||
| Tesla Motors Inc | 3.5 | ||
| Apple Inc | 3.4 | ||
| Nvidia Corp | 3.1 | ||
| Eagle Point Income Co Inc | 2.2 | ||
| Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | 1.9 | ||
| Enterprise Products Partners L P | 1.9 | ||
| Amazon Com Inc | 1.8 | ||
| McDonalds Corp | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 31.1 |
| (b) Individuals (high net worth individuals) | 46 | 253.8 |
| (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 | 0.7 |
| (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 | 4 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 371 | 288.0 |
| By Discretionary | ||
| Discretionary | 368 | 284.3 |
| Non-Discretionary | 3 | 3.7 |
| Total | 371 | 288.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 288.0 | |
| Total | 371 | 288.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002052510] |
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MN | 0.3 |
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Morgan Dempsey Capital Management LLC
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