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| Whalen Wealth Management Inc
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|---|---|
| CRD # | 311869 |
| SEC # | 801-120102 |
| CIK # | 0001894447 |
| AUM | 223.0 M (2026-05-07) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 702-878-3900 |
| Address | 7160 Rafael Rivera Way Las Vegas, NV 89113 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.3 | ||
| Apple Inc | 6.2 | ||
| Amazon Com Inc | 5.5 | ||
| Microsoft Corp | 4.8 | ||
| Facebook Inc | 3.7 | ||
| Broadcom Inc | 3.3 | ||
| Alphabet Inc | 2.8 | ||
| J P Morgan Chase & Co | 2.4 | ||
| Alphabet Inc | 2.4 | ||
| Lilly Eli & Co | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 322 | 87.5 |
| (b) Individuals (high net worth individuals) | 69 | 133.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 825 | 223.0 |
| By Discretionary | ||
| Discretionary | 825 | 223.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 825 | 223.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.0 | |
| Total | 825 | 223.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001894447] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Noble Wealth Management Inc
✚
|
CA | 223.4 M |
|
Valley Brook Capital Group Inc
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|
PA | 223.3 M |
|
Branson Frank A Inc
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CA | 223.2 M |
|
Spring Capital Management LLC
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TX | 223.0 M |
|
Tortuga Wealth Management Inc
✚
|
CA | 222.9 M |
|
Three Peaks Capital Management LLC
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|
CO | 222.9 M |
|
Carey Consulting Wealth Management Inc
✚
|
CA | 222.8 M |
|
Milestones Private Investment Advisors LLC
✚
|
NY | 222.6 M |
|
Innealta Capital LLC
✚
|
222.4 M | |
|
RWM Capital LLC
✚
|
TX | 222.4 M |