# WHELAN FINANCIAL

WHELAN FINANCIAL of FRESNO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 107227
- Type: SEC-registered investment adviser
- SEC file number: 801-40071
- Location: 7700 NORTH PALM AVE. #201, FRESNO, CA, 93711-5780
- Phone: 559-228-8002
- Latest filing: 2026-01-27
- Regulatory AUM: $781.8M
- Discretionary AUM: $781.8M
- Clients: 9
- Accounts: 1,718

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Portia Lissi White | CHIEF EXECUTIVE OFFICER AND PARTNER | — |
| Taylor John Whelan | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & PARTNER; INDIRECT OWNER | — |
| Michael James Ryan | CHIEF COMPLIANCE OFFICER | — |
| Stephen Christopher Detweiler | CHIEF TRADING OFFICER & PARTNER; INDIRECT OWNER | — |
| Kasandra Ann Silva Dieu | CHIEF OF OPERATIONS & PARTNER; INDIRECT OWNER | — |
| Vincent Joseph Whelan | PRESIDENT | — |
| HANSON DAWN MARIE | CHIEF COMPLIANCE OFFICER | — |
| WHELAN VINCENT JOSEPH | CHIEF EXECUTIVE OFFICER AND PRESIDENT; FOUNDER AND PRESIDENT; PRESIDENT (+3 more) | — |
| RYAN KEITH JAMES | CHIEF COMPLIANCE OFFICER | — |
| WHITE PORTIA LISSI | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER AND PARTNER; VICE PRESIDENT AND SECRETARY (+2 more) | — |
| WHELAN TAYLOR JOHN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND SECRETARY; CHIEF FINANCIAL OFFICER (+1 more) | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 5592288002 |
| — | — | 1 | 5592288002 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107227/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107227/similar
- Related entities: https://search.stillhousedata.com/firm/107227/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107227

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.