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M.A. WHELAN FINANCIAL PLANNING

· CRD 140357 · IAPD ↗ · mawhelanfinancial.com · 914-257-3446

$77.4MRegulatory AUM
1Advisory reps
1Employees
2Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — M.A. WHELAN FINANCIAL PLANNING reported RAUM up 32% ($58.7M -> $77.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2025 — M.A. WHELAN FINANCIAL PLANNING reported RAUM up 35% ($43.5M -> $58.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.