# Whelan Capital Management

Whelan Capital Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 107216
- **SEC file number:** 801-39912
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-26T00:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107216

## About

Whelan Capital Management is an SEC-registered investment adviser in Menlo Park, CA. The firm manages approximately $925,000 in regulatory assets. It is based in Menlo Park.

## Related profiles

- [White Oak Wealth](https://altss.com/profile/white-oak-wealth-llc)

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Last updated: 2026-07-06T01:24:28.899Z

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