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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-19-2021
- Office Locations
- 1
Office Locations
About Wipple Creek, LLC
Wipple Creek, LLC is a Washington-registered RIA in Vancouver led by founder/CCO Mark Philip Currier. The firm provides financial and investment planning, including tax and estate planning, insurance, and business succession guidance, and builds portfolios with an ETF-centric allocation and fixed-income risk management; it also notes a socially responsible investing focus. Client assets are held at custodians including Schwab and UBS.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
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Owner & Executives
MARK PHILIP CURRIER
Chief Compliance Officer, Founder, Managing Member
- CRD
- #1888224
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,445,430 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,445,430 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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