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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Urosevich, John, Robert | I | CHIEF OPERATING OFFICER | NA | Control |
| Urosevich, John, Robert | I | CHIEF OPERATING OFFICER | NA | Control |
| Urosevich, John, Robert | I | CHIEF OPERATING OFFICER | NA | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WHALEN, ANDREW, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 1, 2025 REGISTERED
Notice Filings (15)
AL AZ CA DE FL HI KS LA NE NV OR PA TX WA WI
Address
7160 RAFAEL RIVERA WAYSUITE 220
LAS VEGAS, NV 89113
United States
Phone: 702-878-3900