WHALEN WEALTH MANAGEMENT INC. of LAS VEGAS, NV is an SEC-registered investment adviser (CRD 311869). Regulatory assets under management: $223.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |