WHALEN FINANCIAL PLANNING

WHALEN FINANCIAL PLANNING of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 289431). Regulatory assets under management: $999K.

Registration

• CRD: 289431
• Type: Registered investment adviser
• Location: 13101 W. WASHINGTON BLVD, LOS ANGELES, CA, 90066
• Phone: 424-258-4398
• Latest filing: 2026-03-30
• Regulatory AUM: $999K
• Non-discretionary AUM: $999K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly.

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 289431 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search