Wipple Creek, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,445,430
Total clients
26
31% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$1,055,593
About
Wipple Creek, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $27 million across a small client base of about 26 accounts. The firm also offers a client-only subscription newsletter that addresses market views and investment recommendations.
Wipple Creek documents client goals and constraints in an Investment Policy Statement and implements long-term strategies informed by Modern Portfolio Theory across stocks, bonds, ETFs, mutual funds and select private or real estate funds. The advisor generally operates with discretionary trading authority, tailors allocations to client-imposed restrictions, and performs quarterly account reviews.
What is distinctive for this one-advisor firm is its quarterly subscription newsletter (identified in the brochure) that may include specific buy and sell recommendations — a service that is uncommon among similarly structured independent advisers. Operationally, the firm requires use of a single qualified custodian (Schwab Institutional) and does not aggregate trades across client accounts, choices that can influence execution and allocation outcomes.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Wealth management
Real estate investing
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$0 - $3,000,000: 1.00% $3,000,001 - $7,000,000: 0.85% $7,000,001 - And Up: 0.60%
$75 per hour
Included with other advisory services, no additional fee
Main office location
Wipple Creek, LLC
Vancouver WA, United States
Number of offices
1
Most active in
Wipple Creek, LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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