Whipplewood Advisors, LLC

Overview

Whipplewood Advisors, LLC is an SEC registered investment adviser based in Littleton, CO, registered since 2016. It reports $325M in assets under management across 375 accounts, with 6 employees. It has 5 investment adviser representatives.

Reported AUM

$325M

Discretionary

99%

Accounts

375

Average account

$865K

Employees

6

Advisory reps

5

Registered since

2016

Jurisdictions

7

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Joseph Ernest Hubbard Member, Chief Compliance Officer CRD 2128362
• Mona Lynn Feeley Member, Chief Compliance Officer CRD 6233075
• Richard Jay Whipple Jr Member CRD 5041903

Advisory reps 3 of 5

• Mona Lynn Feeley Investment Adviser Rep CRD 6233075
• Joseph E Hubbard Insurance Agent · Investment Adviser Rep CRD 2128362
• Ronald David New Jr. Investment Adviser Rep CRD 1692877

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

11852 Shaffer Dr Ste B
Littleton, CO 80127

County

Jefferson

Metro area

Denver-Aurora-Lakewood, CO

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions

Every state, with registration dates

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