M.a. Whelan Financial Planning
M.a. Whelan Financial Planning is an SEC-registered ria in Cortlandt Manor, NY with $77.4M assets under management (AUM, regulatory AUM), +32% over one year. See who owns M.a. Whelan Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140357, SEC 801-122165, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $77.4M (2026-03-02)
- Firm type
- Ria
- Location
- Cortlandt Manor, NY
- Employees
- 1
- Clients
- 46
- CRD
- 140357
- Ownership
- WHELAN, MAUREEN, ANN
How much AUM does M.a. Whelan Financial Planning have?
M.a. Whelan Financial Planning reported $77.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns M.a. Whelan Financial Planning?
Disclosed owners and executives of M.a. Whelan Financial Planning include WHELAN, MAUREEN, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.