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| Happy Holidays!! thanks for using AUM13F!! |
| Whalen Wealth Management Inc
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| CRD # | 311869 |
| SEC # | 801-120102 |
| CIK # | 0001894447 |
| AUM | $192.3 M (2025-07-18) |
| Employees | 6 (83% Investors, 33% Brokers) |
| Phone | 702-878-3900 |
| Address | 7160 Rafael Rivera Way Las Vegas, NV 89113 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001894447 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.8 | ||
| Facebook Inc | 3.2 | ||
| Amazon Com Inc | 2.3 | ||
| Microsoft Corp | 2.2 | ||
| CRH Public Ltd Co | 1.6 | ||
| VISA Inc | 1.6 | ||
| Molina Healthcare Inc | 1.6 | ||
| Apple Inc | 1.5 | ||
| Monolithic Power Systems Inc | 1.5 | ||
| Wellpoint Inc | 1.4 | ||
| Tesla Motors Inc | 1.4 | ||
| Workday Inc | 1.3 | ||
| EPAM Systems Inc | 1.3 | ||
| Netflix Inc | 1.2 | ||
| ServiceNow Inc | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 337 | 86.8 |
| (b) Individuals (high net worth individuals) | 58 | 101.7 |
| (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 | 4 | 2.1 |
| (h) Charitable organizations | 2 | 0.0 |
| (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 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 834 | 192.3 |
| By Discretionary | ||
| Discretionary | 834 | 192.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 834 | 192.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.3 | |
| Total | 834 | 192.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001894447] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Keystone Financial Services LLC
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|
NE | 0.2 |
|
ECON Financial Services Corporation
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|
PA | 0.2 |
|
Kroon & Mitchell Asset Management LLC
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|
MI | 0.2 |
|
Allen Capital Management LLC
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|
WA | 0.2 |
|
Sterling Investment Advisors LLC
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|
MO | 0.2 |
|
GK Wealth Management LLC
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|
NV | 0.2 |
|
Valley Brook Capital Group Inc
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|
PA | 0.2 |
|
Hardworking Capital Advisors LLC
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|
CA | 0.2 |
|
Kinwell LLC
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|
SC | 0.2 |
|
Kennedy Wealth and Tax Management Inc
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|
CT | 0.2 |