WHALEN WEALTH MANAGEMENT INC.
Legal name: WHALEN FINANCIAL
CRD #311869 SEC #801-120102 LAS VEGAS, NV 702-878-3900
SEC Registered
Total AUM
$192.3M
Discretionary
$192.3M
Employees
5
Clients
1
Accounts
834
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $192.3M | $192.3M | $0 | 10 | 0 |
| Oct 2025 | $192.3M | $192.3M | $0 | 5 | 0 |
| Sep 2025 | $192.3M | $192.3M | $0 | 5 | 0 |
| Jul 2025 | $192.3M | $192.3M | $0 | 6 | 0 |
| Jun 2025 | $192.3M | $192.3M | $0 | 5 | 0 |
| May 2025 | $192.3M | $192.3M | $0 | 4 | 0 |
| Mar 2025 | $192.3M | $192.3M | $0 | 4 | 0 |
| Feb 2025 | $192.3M | $192.3M | $0 | 4 | 0 |
| Jan 2025 | $192.3M | $192.3M | $0 | 3 | 0 |
| Nov 2024 | $157.9M | $157.9M | $0 | 2 | 0 |
| Oct 2024 | $157.9M | $157.9M | $0 | 2 | 0 |
| Jul 2024 | $157.9M | $157.9M | $0 | 2 | 0 |
| Jul 2024 | $157.9M | $157.9M | $0 | 2 | 0 |
| Jun 2024 | $157.9M | $157.9M | $0 | 1 | 0 |
| May 2024 | $157.9M | $157.9M | $0 | 1 | 0 |
| Mar 2024 | $157.9M | $157.9M | $0 | 1 | 0 |
| Mar 2024 | $157.9M | $157.9M | $0 | 2 | 0 |
| Mar 2024 | $116M | $116M | $0 | 2 | 0 |
| Oct 2023 | $116M | $116M | $0 | 2 | 0 |
| Oct 2023 | $116M | $116M | $0 | 2 | 0 |
| Sep 2023 | $116M | $116M | $0 | 2 | 0 |
| Jul 2023 | $116M | $116M | $0 | 3 | 0 |
| Jul 2023 | $116M | $116M | $0 | 3 | 0 |
| Apr 2023 | $116M | $116M | $0 | 3 | 0 |
| Mar 2023 | $116M | $116M | $0 | 4 | 0 |
| Dec 2022 | $137.8M | $137.8M | $0 | 3 | 0 |
| Mar 2022 | $137.8M | $137.8M | $0 | 3 | 0 |
| Mar 2022 | $137.8M | $137.8M | $0 | 3 | 0 |
| Mar 2022 | $137.8M | $137.8M | $0 | 3 | 0 |
| Feb 2022 | $137.8M | $137.8M | $0 | 3 | 0 |
| Jan 2022 | $137.8M | $137.8M | $0 | 3 | 0 |
| Jan 2022 | $137.8M | $137.8M | $0 | 3 | 0 |
| Jan 2022 | $137.8M | $137.8M | $0 | 3 | 0 |
| Dec 2021 | $107.1M | $106.6M | $496K | 3 | 0 |
| Nov 2021 | $107.1M | $106.6M | $496K | 3 | 0 |
| Jul 2021 | $107.1M | $106.6M | $496K | 3 | 0 |
| Jul 2021 | $107.1M | $106.6M | $496K | 4 | 0 |
| May 2021 | $107.1M | $106.6M | $496K | 3 | 0 |
| Jan 2021 | $0 | $0 | $0 | 2 | 0 |
| Jan 2021 | $0 | $0 | $0 | 2 | 0 |
| Jan 2021 | $0 | $0 | $0 | 2 | 0 |
| Dec 2020 | $0 | $0 | $0 | 2 | 0 |
| Dec 2020 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees10
Clients0
DateOct 2025
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees5
Clients0
DateJul 2025
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2025
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees1
Clients0
DateMay 2024
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$107.1M
Discretionary$106.6M
Non-Disc.$496K
Employees3
Clients0
DateNov 2021
Total AUM$107.1M
Discretionary$106.6M
Non-Disc.$496K
Employees3
Clients0
DateJul 2021
Total AUM$107.1M
Discretionary$106.6M
Non-Disc.$496K
Employees3
Clients0
DateJul 2021
Total AUM$107.1M
Discretionary$106.6M
Non-Disc.$496K
Employees4
Clients0
DateMay 2021
Total AUM$107.1M
Discretionary$106.6M
Non-Disc.$496K
Employees3
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0