# WHALEN WEALTH MANAGEMENT INC.

WHALEN WEALTH MANAGEMENT INC. of LAS VEGAS, NV is an SEC-registered investment adviser.

## Registration

- CRD: 311869
- Type: SEC-registered investment adviser
- SEC file number: 801-120102
- Location: 7160 RAFAEL RIVERA WAY, SUITE 220, LAS VEGAS, NV, 89113
- Phone: 702-878-3900
- Latest filing: 2026-05-07
- Regulatory AUM: $223.0M
- Discretionary AUM: $223.0M
- Clients: 10
- Accounts: 825

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Joseph Whalen | CHIEF COMPLIANCE OFFICER & PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| John Robert Urosevich | CHIEF OPERATING OFFICER | — |
| WHALEN ANDREW JOSEPH | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Kim Thanh Dang | DIRECTOR OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311869/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311869/similar
- Related entities: https://search.stillhousedata.com/firm/311869/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311869

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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.