Whipplewood Advisors, LLC

Overview

Whipplewood Advisors, LLC is an independent, individually owned registered investment adviser that began SEC registration in 2020. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that sources third‑party managers. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include a percentage of assets under management along with hourly and fixed‑fee engagements. The firm does not position itself as an active ESG investor. It lists an industry affiliation with accounting professionals and operates as a limited liability company.

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Public Holdings

Investments & Alternatives

Location & Offices