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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-28-1991
- Office Locations
- 1
Office Locations
About Whelan Financial
Whelan Financial is a Fresno, CA–based RIA providing wealth management and tailored financial planning, including retirement planning and support for employers and trustees of qualified plans. The team builds portfolios using ETFs and public funds, with fixed income and index-based approaches, and offers tax, estate and legacy planning. Custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PORTIA LISSI WHITE
Chief Executive Officer, PARTNER, Senior Advisor
- CRD
- #5137590
- Ownership
- 25% but less than 50%
STEPHEN CHRISTOPHER DETWEILER
PARTNER, Senior Advisor
- CRD
- #6141064
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MICHAEL DAVID MANJARREZ
Investment Advisor
- CRD
- #6105145
LORI NICOLE ONG
Investment Advisor
- CRD
- #5845387
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $781,750,987 | $455,035 |
| Non-Discretionary | $0 | -- |
| Total | $781,750,987 | $455,035 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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