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| Happy Holidays!! thanks for using AUM13F!! |
| Whelan Financial
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| CRD # | 107227 |
| SEC # | 801-40071 |
| CIK # | 0001894921 |
| AUM | $674.6 M (2025-07-24) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 559-228-8002 |
| Address | 7700 North Palm Ave 201 Fresno, CA 93711-5780 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.4 | ||
| Microsoft Corp | 4.6 | ||
| Nvidia Corp | 4.1 | ||
| Facebook Inc | 2.6 | ||
| Amazon Com Inc | 2.2 | ||
| Lowes Companies Inc | 1.8 | ||
| Alphabet Inc | 1.7 | ||
| KLA Tencor Corp | 1.6 | ||
| American Express Co | 1.3 | ||
| Costco Wholesale Corp /NEW | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 98.2 |
| (b) Individuals (high net worth individuals) | 176 | 440.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 124.7 |
| (h) Charitable organizations | 2 | 10.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,581 | 674.6 |
| By Discretionary | ||
| Discretionary | 1,581 | 674.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,581 | 674.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 674.6 | |
| Total | 1,581 | 674.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001894921] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Saxon Woods Advisors LLC
✚
|
NY | 0.7 |
|
Sycamore Financial Group Inc
✚
|
IN | 0.7 |
|
Peninsula Wealth LLC
✚
|
CA | 0.7 |
|
SSA Swiss Advisors AG
✚
|
0.7 | |
|
Financial Directions LLC
✚
|
AZ | 0.7 |
|
PAVE Investment Advisors LLC
✚
|
NY | 0.7 |
|
Walled Lake Planning & Wealth Management LLC
✚
|
IL | 0.7 |
|
Hopwood Financial Services Inc
✚
|
VA | 0.7 |
|
BCM Advisors LLC
✚
|
LA | 0.7 |
|
Drucker Wealth 30 LLC
✚
|
0.7 |