WHALE SHARK FINANCIAL LLC

WHALE SHARK FINANCIAL LLC is an SEC-registered investment adviser (CRD 289002). Regulatory assets under management: $7.4M.

Registration

• CRD: 289002
• Type: Registered investment adviser
• Phone: 734-772-1761
• Latest filing: 2026-03-28
• Regulatory AUM: $7.4M
• Discretionary AUM: $7.4M
• Accounts: 55

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289002 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search