Whalen Wealth Management Inc.
Whalen Wealth Management Inc. is an independent registered investment adviser based in Las Vegas, Nevada, United States. Founded in 2011, the firm specializes in providing custom investment solutions and financial planning services primarily to individual investors, including both high net worth and non-high net worth clients. With a focused team of approximately 2-6 employees, Whalen Wealth offers discretionary management across equities and fixed income, serving over 800 accounts and managing more than $150 million in assets as of 2025. The firm's clients also include a small number of charitable organizations, pension/profit-sharing plans, and corporate entities.
Investment Strategy
Whalen Wealth Management Inc. focuses on providing personalized, discretionary portfolio management tailored to each client’s goals and risk tolerance. The firm’s strategy includes a diversified approach across equities, fixed income, and alternative investments, with careful attention to asset allocation, risk management, and long-term capital growth. Whalen Wealth serves primarily individual investors, creating portfolios that incorporate both active and passive investment strategies, with adjustments based on market conditions, client needs, and comprehensive financial planning.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHV | ISHARES TR | 7.99% | $13.7M | 123,777 | $110.21 | $110.49 | +$2.2M |
N NVDA | NVIDIA CORPORATION | 3.98% | $6.8M | 36,490 | $88.18 | $186.58 | +$2.0M |
S SLQD | ISHARES TR | 3.50% | $6.0M | 117,930 | $49.80 | $50.83 | +$1.4M |
I IBDU | ISHARES TR | 3.47% | $5.9M | 253,179 | $23.47 | $23.47 | +$5.9M |
I IEI | ISHARES TR | 3.06% | $5.2M | 43,824 | $118.56 | $119.51 | +$2.4M |