WHIPPLEWOOD ADVISORS, LLC
CRD #282860 SEC #801-119590 LITTLETON, CO 303-989-7600
SEC Registered
Total AUM
$288M
Discretionary
$284.3M
Employees
7
Clients
0
Accounts
371
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $288M | $284.3M | $3.7M | 7 | 0 |
| Apr 2024 | $267.4M | $264.1M | $3.3M | 6 | 0 |
| Feb 2024 | $267.4M | $264.1M | $3.3M | 6 | 0 |
| Mar 2023 | $208.1M | $205.4M | $2.7M | 6 | 0 |
| Nov 2022 | $212.2M | $208.8M | $3.5M | 5 | 0 |
| Mar 2022 | $212.2M | $208.8M | $3.5M | 5 | 0 |
| Dec 2021 | $166.9M | $164M | $2.9M | 5 | 0 |
| Oct 2021 | $166.9M | $164M | $2.9M | 5 | 0 |
| Oct 2021 | $166.9M | $164M | $2.9M | 5 | 0 |
| Sep 2021 | $166.9M | $164M | $2.9M | 5 | 0 |
| Feb 2021 | $166.9M | $164M | $2.9M | 5 | 0 |
| Feb 2021 | $166.9M | $164M | $2.9M | 5 | 0 |
| Nov 2020 | $103.9M | $101.3M | $2.6M | 5 | 0 |
| Oct 2020 | $103.9M | $101.3M | $2.6M | 5 | 0 |
| Sep 2020 | $103.9M | $101.3M | $2.6M | 5 | 0 |
DateMar 2025
Total AUM$288M
Discretionary$284.3M
Non-Disc.$3.7M
Employees7
Clients0
DateApr 2024
Total AUM$267.4M
Discretionary$264.1M
Non-Disc.$3.3M
Employees6
Clients0
DateFeb 2024
Total AUM$267.4M
Discretionary$264.1M
Non-Disc.$3.3M
Employees6
Clients0
DateMar 2023
Total AUM$208.1M
Discretionary$205.4M
Non-Disc.$2.7M
Employees6
Clients0
DateNov 2022
Total AUM$212.2M
Discretionary$208.8M
Non-Disc.$3.5M
Employees5
Clients0
DateMar 2022
Total AUM$212.2M
Discretionary$208.8M
Non-Disc.$3.5M
Employees5
Clients0
DateDec 2021
Total AUM$166.9M
Discretionary$164M
Non-Disc.$2.9M
Employees5
Clients0
DateOct 2021
Total AUM$166.9M
Discretionary$164M
Non-Disc.$2.9M
Employees5
Clients0
DateOct 2021
Total AUM$166.9M
Discretionary$164M
Non-Disc.$2.9M
Employees5
Clients0
DateSep 2021
Total AUM$166.9M
Discretionary$164M
Non-Disc.$2.9M
Employees5
Clients0
DateFeb 2021
Total AUM$166.9M
Discretionary$164M
Non-Disc.$2.9M
Employees5
Clients0
DateFeb 2021
Total AUM$166.9M
Discretionary$164M
Non-Disc.$2.9M
Employees5
Clients0
DateNov 2020
Total AUM$103.9M
Discretionary$101.3M
Non-Disc.$2.6M
Employees5
Clients0
DateOct 2020
Total AUM$103.9M
Discretionary$101.3M
Non-Disc.$2.6M
Employees5
Clients0
DateSep 2020
Total AUM$103.9M
Discretionary$101.3M
Non-Disc.$2.6M
Employees5
Clients0