Whelan Financial

CRD 107227 · Fresno, CA · $781.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 107227
SEC number: 801-40071
Firm type: RIA
Assets under management: $781.8M as of Jan 27, 2026
Website: www.whelanfinancial.com ↗
Phone: 559-228-8002
Address: 7700 North Palm Ave. #201, Fresno, CA, 93711-5780

Advisors at this firm

7 in our index · page 1 of 1

Stephen Christopher DetweilerCRD 6141064 · Fresno, CA

IA Registered
Michael David ManjarrezCRD 6105145 · Fresno, CA

IA Registered
Lori Nicole OngCRD 5845387 · Fresno, CA

IA Registered
Michael James RyanCRD 6152734 · Fresno, CA

IA Registered
Taylor John WhelanCRD 6425340 · Fresno, CA

IA Registered
Vincent Joseph WhelanCRD 1900908 · Fresno, CA

IA Registered
Portia Lissi WhiteCRD 5137590 · Fresno, CA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 107227 ↗ FINRA BrokerCheck record for firm CRD 107227 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.