WHALEN WEALTH MANAGEMENT INC.
Doing business as WHALEN FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$222,958,975
Discretionary
$222,958,975
Non-discretionary
$0
Firm details
- CRD number
- 311869
- SEC file number
- 801-120102
- Main office
- LAS VEGAS, NV, United States
- Employees
- 10
- SEC status
- Approved
- Website
- https://cwm.vegas/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.