RIA Intel›Advisers›Washington›WIPPLE CREEK, LLC

WIPPLE CREEK, LLC

Advisory

WA

Data as of Jan 26, 2026 · Source: SEC Form ADV

Average account
$473K
across 58 accounts
AUM per adviser
$27M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM
$27M
Discretionary %
100%
Clients
26
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$27M
Discretionary AUM$27M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients26
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

MCARTHUR DAVID WYNDHAM
SEQUIM, WA
$27M
+65.3% 1Y
COOPER POINT ADVISORS LLC
$27M
PRISM CAPITAL MANAGEMENT, LLC
SEATTLE, WA
$28M
0.0% 1Y
PERCENSION WEALTH ADVISORS, LLC
$27M
JANIS FINANCIAL, LLC
$27M
SEATTLE PORTFOLIO COMPANY LLC
SEATTLE, WA
$28M
+3.7% 1Y

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