RIA Intel›Advisers›Michigan›WHALE SHARK FINANCIAL LLC

WHALE SHARK FINANCIAL LLC

Advisory

MI

Data as of Mar 28, 2026 · Source: SEC Form ADV

Average account

$134K

across 55 accounts

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

USA WEALTH MANAGEMENT LLC

GRAND RAPIDS, MI

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GRAND STREET WEALTH MANAGEMENT, LLC

$8M

CRAWFORD, DENNIS EARL

$8M

GRIFFON INVESTMENT ADVISORS INCORPORATED

$8M

HUGHES FAMILY CAPITAL, LLC

GRAND RAPIDS, MI

$8M

LAMBERSON KNIGHT WEALTH MANAGEMENT LLC

$8M

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