M.A. WHELAN FINANCIAL PLANNING
  • M.A. WHELAN FINANCIAL PLANNING
  • WHELAN FINANCIAL PLANNING
  • MAUREEN A. WHELAN

Adviser Profile

As of Date 03/02/2026
Registration SEC, Approved, 08/25/2021
Other registrations (1)
Contact Info 914 xxxxxxx
Websites
AUM* 77,359,453 78%
of that, discretionary 77,359,453 78%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 522,699 32%
% High Net Worth 63.04% 0%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

77M 66M 55M 44M 33M 22M 11M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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