Andrew Joseph Whalen
Chief Compliance Officer & PresidentWhalen Wealth Management Inc.CRD 5179797
About Andrew Joseph Whalen
Andrew Joseph Whalen is listed as Chief Compliance Officer & President at Whalen Wealth Management Inc. in Las Vegas, NV. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Whalen Wealth Management Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Andrew Joseph Whalen work?
Andrew Joseph Whalen is listed as Chief Compliance Officer & President at Whalen Wealth Management Inc. on SEC Form ADV.
How much of Whalen Wealth Management Inc. does Andrew Joseph Whalen own?
Form ADV reports a beneficial ownership band of Over 75%.
Whalen Wealth Management Inc.
| Title | Chief Compliance Officer & President |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |