Whipplewood Advisors, LLC
Whipplewood Advisors, LLC is a Colorado-based investment adviser headquartered in Littleton. Founded in 2016, the firm manages investment portfolios primarily for individuals and high-net-worth individuals, with some charitable organizations as clients. Whipplewood Advisors is a boutique advisory with approximately 6–7 employees, providing services to over 340 accounts and managing hundreds of millions in regulatory assets under management.
Investment Strategy
Whipplewood Advisors, LLC provides individualized investment management and advisory services, focusing on constructing diversified portfolios tailored to the needs of individual and high-net-worth clients. They emphasize long-term growth and prudent, risk-managed asset allocation, often utilizing a mix of equities, fixed income, and alternative investments based on client risk profile, time horizon, and objectives. The firm operates under a discretionary management structure for the vast majority of its accounts.
Top Holdings
Equity Positions (1,186)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JAAA | Janus Henderson Investors US LLC | 3.81% | $6.9M | 136,660 | $50.75 | $50.75 | -$2.5M |
V VEA | Vanguard Group Inc/The | 2.47% | $4.5M | 79,003 | $47.95 | $57.01 | +$370.8K |
B BALT | Innovator Capital Management LLC | 2.42% | $4.4M | 137,053 | $32.08 | $32.08 | +$1.4M |
M MSFT | MICROSOFT CORP | 2.30% | $4.2M | 8,411 | $423.25 | $497.41 | +$1.0M |
J JEPI | JP Morgan Investment Management Inc | 2.09% | $3.8M | 66,871 | $57.08 | $56.85 | +$183.0K |