Fee-only adviser · Menlo Park, CA
Whelan Capital Mangement
Whelan Capital Mangement is a fee-only investment adviser registered with the securities regulator of California, with its main office in Menlo Park, California. On its latest Form ADV, filed March 26, 2026, it reports $925K in regulatory assets under management and 1 individual client. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 107216 · SEC file 801-39912 |
| Office | 707 Menlo Ave Suite 200 Menlo Park, CA 94025 |
| Phone | (650) 722-0258 |
| Website | wgcm.com |
| Regulatory assets under management | $925K |
| Individual clients | 1 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | Not reported |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Menlo Park
- Mezzi Not reported
- Lyell Wealth Management LP $1.6B
- Nelson Capital Management, LLC $811M
- Sage Rhino Capital LLC $884M
- Avalon Capital Management $582M
- Roberts Wealth Advisors, LLC $446M
See all 18 fee-only advisers in Menlo Park →
Nearby
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- Foster City 6 firms
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