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Whalen Wealth Management Inc.

● SEC registered since 2021CRD 311869SEC# 801-120102Las Vegas, NV
Export (members)
Reg. AUM
$192.3M
Employees
6
Accounts
834
Location
Las Vegas, NV

Whalen Wealth Management Inc. assets under management

Whalen Wealth Management Inc. is an investment advisory firm registered with the SEC based in Las Vegas, NV. The firm has been registered since 2021. It reports $192.3 million in regulatory assets under management and employs 6 people.
cwm.vegasView on SEC.gov ↗

Whalen Wealth Management Inc. owners & executives

1 reported
NameTitleOwnershipSince
Andrew Joseph Whalen ControlPresident & Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Whalen Wealth Management Inc. manage?

Whalen Wealth Management Inc. reports $192.3 million in regulatory assets under management on its Form ADV.

How many employees does Whalen Wealth Management Inc. have?

Whalen Wealth Management Inc. reports 6 employees.

Where is Whalen Wealth Management Inc. located?

Whalen Wealth Management Inc. is based in Las Vegas, NV and has been SEC-registered since 2021.

Does Whalen Wealth Management Inc. disclose fund performance?

Whalen Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7160 Rafael Rivera Way, Suite 220, Las Vegas, NV 89113
Phone702-878-3900
Fax702-878-7200
Office hours8:00a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$192.3M
Non-discretionary$0
Total (RAUM)$192.3M