Whipplewood Advisors, LLC

Whipplewood Advisors, LLC (CRD# 282860) is a financial advisory firm headquartered in Littleton, CO. They manage $267,381,182 in 349 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
11852 Shaffer Drive, Building B, Littleton, CO 80127
By the Numbers
  • Total Assets Under Management
    267
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $766,135
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, IL, TX

Financial Advisors at Whipplewood Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Rodney Becker, financial advisor Littleton CO
Rodney A. Becker
CRD#: 5199495
11852 Shaffer Drive, Building B, Littleton, CO 80127

Rodney Becker (CRD# 5199495) is an Investment Advisor Representative working at Whipplewood Advisors, LLC in Littleton, CO and has over 17 years of experience in the finance industry.

2
Mona Feeley, financial advisor Littleton CO
Mona L. Feeley
CRD#: 6233075
11852 Shaffer Drive, Building B, Littleton, CO 80127

Mona Feeley (CRD# 6233075) is an Investment Advisor Representative working at Whipplewood Advisors, LLC in Littleton, CO and has over 10 years of experience in the finance industry.

3
Joseph Hubbard, financial advisor Littleton CO
Joseph E. Hubbard
CRD#: 2128362
11852 Shaffer Drive, Building B, Littleton, CO 80127

Joseph Hubbard (CRD# 2128362) is an Investment Advisor Representative working at Whipplewood Advisors, LLC in Littleton, CO and has over 32 years of experience in the finance industry.

4
Richard Whipple, financial advisor Littleton CO
Richard J. Whipple
CRD#: 5041903
11852 Shaffer Drive, Building B, Littleton, CO 80127

Richard Whipple (CRD# 5041903) is an Investment Advisor Representative working at Whipplewood Advisors, LLC in Littleton, CO and has over 10 years of experience in the finance industry.

5
Saxon Swindler, financial advisor Littleton CO
Saxon Swindler
CRD#: 7192651
11852 Shaffer Drive, Building B, Littleton, CO 80127

Saxon Swindler (CRD# 7192651) is an Investment Advisor Representative working at Whipplewood Advisors, LLC in Littleton, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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