SEC Form ADV

WHALEN FINANCIAL

Registered Investment AdviserNV
$223.0M
Assets Under Management
825
Total Clients
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Registration Details

Accession
CRD-311869
Location
LAS VEGAS, NV
Filing Date
May 7, 2026
AUM
$223.0M
Total Clients
825
Amendment
No

About this Adviser

WHALEN FINANCIAL is a registered investment adviser headquartered in LAS VEGAS, NV, managing approximately $223.0M in assets across 825 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.