RIA Intel›Advisers›California›WHALEN, PATRICK STEVEN

WHALEN, PATRICK STEVEN

Advisory

LOS ANGELES, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA

#5,281

of 5,480 advisers by AUM

Average account

$999K

across 1 accounts

AUM per adviser

$999K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$999K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$999K

Discretionary AUM$0

Non-Discretionary AUM$999K

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

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

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

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