WHELAN FINANCIAL
CRD #107227 SEC #801-40071 FRESNO, CA 559-228-8002
SEC Registered
Total AUM
$674.6M
Discretionary
$674.6M
Employees
8
Clients
251
Accounts
1,581
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $674.6M | $674.6M | $0 | 8 | 15 |
| Mar 2025 | $674.6M | $674.6M | $0 | 8 | 15 |
| Feb 2025 | $568.8M | $568.8M | $0 | 8 | 24 |
| Mar 2024 | $568.8M | $568.8M | $0 | 8 | 24 |
| Mar 2024 | $568.8M | $568.8M | $0 | 8 | 24 |
| Mar 2023 | $453.1M | $453.1M | $0 | 8 | 18 |
| Mar 2022 | $484.1M | $484.1M | $0 | 8 | 15 |
| Mar 2021 | $404.4M | $404.4M | $0 | 9 | 14 |
| Jun 2020 | $358.5M | $358.5M | $0 | 10 | 13 |
| Mar 2020 | $358.5M | $358.5M | $0 | 10 | 13 |
| Oct 2019 | $291.5M | $291.5M | $0 | 12 | 0 |
| Mar 2019 | $291.5M | $291.5M | $0 | 12 | 0 |
| Mar 2018 | $308.5M | $308.5M | $0 | 11 | 0 |
| Mar 2018 | $308.5M | $308.5M | $0 | 11 | 0 |
| Mar 2017 | $238.9M | $238.9M | $0 | 11 | 200 |
| Aug 2016 | $229.9M | $229.9M | $0 | 10 | 200 |
| Mar 2016 | $229.9M | $229.9M | $0 | 10 | 200 |
| Mar 2015 | $218.5M | $218.5M | $0 | 10 | 200 |
| Apr 2014 | $192.3M | $192.3M | $0 | 8 | 200 |
| Mar 2014 | $192.3M | $192.3M | $0 | 8 | 200 |
| Mar 2013 | $151.5M | $151.5M | $0 | 6 | 200 |
| Oct 2012 | $129.1M | $129.1M | $0 | 6 | 200 |
| Aug 2012 | $129.1M | $129.1M | $0 | 6 | 200 |
| Jun 2012 | $129.1M | $129.1M | $0 | 6 | 200 |
| Mar 2012 | $129.1M | $129.1M | $0 | 6 | 200 |
| Jul 2011 | $124.7M | $124.7M | $0 | 10 | -- |
| Mar 2009 | $91.7M | $89.8M | $1.9M | 5 | -- |
| Mar 2008 | $118M | $115.2M | $2.8M | 5 | -- |
| Aug 2007 | $103.7M | $103.4M | $222.8K | 5 | -- |
| Mar 2007 | $103.7M | $103.4M | $222.8K | 5 | -- |
| Mar 2006 | $88.9M | $88.5M | $342.7K | 5 | -- |
| Mar 2004 | $72M | $63.6M | $8.4M | 5 | -- |
| Jan 2004 | $63.8M | $54.9M | $8.9M | 5 | -- |
| Mar 2002 | $58.5M | $48.8M | $9.7M | 5 | -- |
DateJul 2025
Total AUM$674.6M
Discretionary$674.6M
Non-Disc.$0
Employees8
Clients15
DateMar 2025
Total AUM$674.6M
Discretionary$674.6M
Non-Disc.$0
Employees8
Clients15
DateFeb 2025
Total AUM$568.8M
Discretionary$568.8M
Non-Disc.$0
Employees8
Clients24
DateMar 2024
Total AUM$568.8M
Discretionary$568.8M
Non-Disc.$0
Employees8
Clients24
DateMar 2024
Total AUM$568.8M
Discretionary$568.8M
Non-Disc.$0
Employees8
Clients24
DateMar 2023
Total AUM$453.1M
Discretionary$453.1M
Non-Disc.$0
Employees8
Clients18
DateMar 2022
Total AUM$484.1M
Discretionary$484.1M
Non-Disc.$0
Employees8
Clients15
DateMar 2021
Total AUM$404.4M
Discretionary$404.4M
Non-Disc.$0
Employees9
Clients14
DateJun 2020
Total AUM$358.5M
Discretionary$358.5M
Non-Disc.$0
Employees10
Clients13
DateMar 2020
Total AUM$358.5M
Discretionary$358.5M
Non-Disc.$0
Employees10
Clients13
DateOct 2019
Total AUM$291.5M
Discretionary$291.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$291.5M
Discretionary$291.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$308.5M
Discretionary$308.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$308.5M
Discretionary$308.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2017
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees11
Clients200
DateAug 2016
Total AUM$229.9M
Discretionary$229.9M
Non-Disc.$0
Employees10
Clients200
DateMar 2016
Total AUM$229.9M
Discretionary$229.9M
Non-Disc.$0
Employees10
Clients200
DateMar 2015
Total AUM$218.5M
Discretionary$218.5M
Non-Disc.$0
Employees10
Clients200
DateApr 2014
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees8
Clients200
DateMar 2014
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees8
Clients200
DateMar 2013
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees6
Clients200
DateOct 2012
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees6
Clients200
DateAug 2012
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees6
Clients200
DateJun 2012
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees6
Clients200
DateJul 2011
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$91.7M
Discretionary$89.8M
Non-Disc.$1.9M
Employees5
Clients--
DateMar 2008
Total AUM$118M
Discretionary$115.2M
Non-Disc.$2.8M
Employees5
Clients--
DateAug 2007
Total AUM$103.7M
Discretionary$103.4M
Non-Disc.$222.8K
Employees5
Clients--
DateMar 2007
Total AUM$103.7M
Discretionary$103.4M
Non-Disc.$222.8K
Employees5
Clients--
DateMar 2006
Total AUM$88.9M
Discretionary$88.5M
Non-Disc.$342.7K
Employees5
Clients--
DateMar 2004
Total AUM$72M
Discretionary$63.6M
Non-Disc.$8.4M
Employees5
Clients--
DateJan 2004
Total AUM$63.8M
Discretionary$54.9M
Non-Disc.$8.9M
Employees5
Clients--
DateMar 2002
Total AUM$58.5M
Discretionary$48.8M
Non-Disc.$9.7M
Employees5
Clients--