MAUREEN A. WHELAN
Legal name: M.A. WHELAN FINANCIAL PLANNING
CRD #140357 SEC #801-122165 CORTLANDT MANOR, NY (914) 257-3446
SEC Registered
Total AUM
$58.7M
Discretionary
$58.7M
Employees
1
Clients
26
Accounts
130
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $58.7M | $58.7M | $0 | 1 | 4 |
| Feb 2024 | $43.5M | $43.5M | $0 | 1 | 2 |
| Feb 2023 | $41.5M | $41.5M | $0 | 1 | 7 |
| Nov 2022 | $42.8M | $42.8M | $0 | 1 | 15 |
| Feb 2022 | $42.8M | $42.8M | $0 | 1 | 15 |
| Jul 2021 | $38.5M | $0 | $38.5M | 1 | 15 |
DateMar 2025
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees1
Clients4
DateFeb 2024
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees1
Clients2
DateFeb 2023
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees1
Clients7
DateNov 2022
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees1
Clients15
DateFeb 2022
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees1
Clients15
DateJul 2021
Total AUM$38.5M
Discretionary$0
Non-Disc.$38.5M
Employees1
Clients15