SEC Form ADV · CIK 1894921

WHELAN FINANCIAL

Registered Investment AdviserCA
$781.8M
Assets Under Management
1,718
Total Clients
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Registration Details

CIK
1894921
Accession
CRD-107227
Location
FRESNO, CA
Filing Date
January 27, 2026
AUM
$781.8M
Total Clients
1,718
Amendment
No

About this Adviser

WHELAN FINANCIAL is a registered investment adviser headquartered in FRESNO, CA, managing approximately $781.8M in assets across 1,718 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.