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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-2016
- Office Locations
- 1
Office Locations
About Whipplewood Advisors, LLC
WhippleWood is a Denver-area accounting and advisory firm serving business owners, nonprofit leaders, and high-net-worth individuals with bookkeeping/financial reporting, tax planning, outsourced CFO support, business valuations, and forensic accounting. Whipplewood Advisors, LLC also provides financial planning and asset management, often using ETFs and public funds, with custody through SEI.
Team overview
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Accredited Investors
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CRM
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Investment Themes
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Technology
Owner & Executives
MONA LYNN FEELEY
Advisor
- CRD
- #6233075
- Ownership
- 25% but less than 50%
JOSEPH ERNEST HUBBARD
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2128362
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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RONALD DAVID NEW JR
--
- CRD
- #1692877
Saxon Swindler
Client Services Associate
- CRD
- #7192651
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $320,469,676 | $861,478 |
| Non-Discretionary | $4,039,863 | $1,346,621 |
| Total | $324,509,539 | $865,359 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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