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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Whalen Wealth Management have?","answer":"Whalen Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 10 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Whalen Wealth Management invest in?","answer":"At the end of its last fiscal year, Whalen Wealth Management’s separately managed accounts held 60% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 4% U.S. government and agency bonds and 4% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Whalen Wealth Management?","answer":"Whalen Wealth Management’s direct owner is Andrew Whalen (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 7 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Whalen Wealth Management get paid?","answer":"Whalen Wealth Management is paid through a percentage of assets under management and fixed fees. 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