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Andrew Joseph Whalen

President & Chief Compliance OfficerWhalen Wealth Management Inc.CRD 5179797

About Andrew Joseph Whalen

Andrew Joseph Whalen is listed as President & Chief Compliance Officer at Whalen Wealth Management Inc. in Las Vegas, NV. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Whalen Wealth Management Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Andrew Joseph Whalen work?

Andrew Joseph Whalen is listed as President & Chief Compliance Officer at Whalen Wealth Management Inc. on SEC Form ADV.

How much of Whalen Wealth Management Inc. does Andrew Joseph Whalen own?

Form ADV reports a beneficial ownership band of Over 75%.

Whalen Wealth Management Inc.

TitlePresident & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2020
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