WHALEN WEALTH MANAGEMENT INC.

WHALEN FINANCIAL
LAS VEGAS, Nevada·1 registered advisor·CRD# 311869
SEC# 801-1201020702-878-3900
01

Firm Overview

AUM
$158M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WHALEN WEALTH MANAGEMENT INC.

1 registered advisor
Andrew Joseph Whalen
LAS VEGAS, Nevada
05

Office Locations

LAS VEGAS, Nevada
1 advisor

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Data sourced from SEC Form ADV filings. WHALEN WEALTH MANAGEMENT INC. (CRD# 311869) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.