AdvisorOS Directory
Claim Profile
AW

Andrew Joseph Whalen

WHALEN WEALTH MANAGEMENT INC.·LAS VEGAS, Nevada
Unclaimed Profile
7160 RAFAEL RIVERA WAY, LAS VEGAS, NV 89113CRD# 5179797Firm CRD# 311869
01

About

Andrew Joseph Whalen is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with WHALEN WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WHALEN WEALTH MANAGEMENT INC.
WHALEN FINANCIAL
AUM
$158M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WHALEN WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5179797
Firm CRD# 311869
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAS VEGAS?

Browse all registered financial advisors in LAS VEGAS, Nevada or claim this profile if it's yours.

Browse LAS VEGAS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Andrew Joseph Whalen offer?
Andrew Joseph Whalen specializes in Financial Planning, Investment Management. Contact their office in LAS VEGAS, Nevada for a consultation.
What are Andrew Joseph Whalen's credentials?
Andrew Joseph Whalen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Joseph Whalen located?
Andrew Joseph Whalen is based in LAS VEGAS, Nevada, working with WHALEN WEALTH MANAGEMENT INC.. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.
How does Andrew Joseph Whalen charge for services?
Andrew Joseph Whalen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHALEN WEALTH MANAGEMENT INC.?
WHALEN WEALTH MANAGEMENT INC. has approximately 2 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LAS VEGAS
Todd Charles Bauman — BAUMAN ADVISORY GROUP, LLCHerbert Wilson Moore — WISEBANYAN, INC.Vicki Zhou — WISEBANYAN, INC.Shelley Jo Echeverria — WCG WEALTH ADVISORS, LLCRichard Alan Kayne — SIMPLIFY ASSET MANAGEMENT INC.
Nearby cities in Nevada
RENO (129)HENDERSON (31)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)
City Guides
RENO GuideHENDERSON GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile