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Whipplewood Advisors, LLC

Headquartered in LITTLETON, CO

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Firm Information

Whipplewood Advisors, LLC is a Littleton, Colorado-based investment advisor that primarily serves individuals, charitable organizations, and high-net-worth individuals. The firm provides financial planning, selection of other advisors, and portfolio management services. They have approximately $267 million in regulatory assets under management.

Whipplewood Advisors, LLC

11852 SHAFFER DRIVE

LITTLETON, CO 80127

$267.38M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WHIPPLEWOOD ADVISORS, LLC has a total of 1 branch locations across the country.
location

LITTLETON, CO

Advisors at Whipplewood Advisors, LLC

View All 6 Advisors
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Mona Lynn Feeley

RA

LITTLETON, CO

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Richard Jay Whipple

RA

LITTLETON, CO

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Lesley Diane Johnson

RA

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Ronald David New

RA

LITTLETON, CO

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Rodney Arin Becker

CFP®, RA

LITTLETON, CO

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Saxon Swindler

RA

LITTLETON, CO

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Joseph Ernest Hubbard

CFP®, RA

LITTLETON, CO

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Disclosures

There are no public disclosures for Whipplewood Advisors, LLC.

Frequently Asked Questions (5)

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