# Whalen Wealth

> Financial account viewing and advisor contact app. (iPhone/iPad app by Whalen Wealth Management Inc.)

- Source: https://appshunter.io/ios/app/whalen-wealth/id1561812883 (this page in markdown: same URL + `.md`)
- Developer: [Whalen Wealth Management Inc](https://appshunter.io/developer/1561812885)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 37 MB
- Languages: English
- Released: 2021-04-06
- Data updated: 2026-10-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/whalen-wealth/id1561812883/reviews.md

## What is Whalen Wealth?

Whalen Wealth allows you to view your account information, balances and easily contact your advisor.

## Key features

- View account information
- Check balances
- Contact advisor
- Financial management


## Frequently asked questions about Whalen Wealth

### What can I do with Whalen Wealth?

Whalen Wealth allows you to view your account information and balances. You can also easily contact your advisor directly through the app.

### Is Whalen Wealth free to use?

Yes, Whalen Wealth is available for free on the App Store.

### What devices does Whalen Wealth support?

Whalen Wealth is compatible with iPhone, iPad, and iPod touch devices.

### How secure is Whalen Wealth?

While specific security features are not detailed, financial apps typically employ robust security measures to protect user data. It is rated 4+ for age appropriateness.

### How often is Whalen Wealth updated?

The app was last updated on September 10, 2024, with version 5.14.0, indicating regular maintenance and updates.

### What is the user rating for Whalen Wealth?

Whalen Wealth has a perfect rating of 5.0 stars based on one review.

### Does Whalen Wealth have ads?

No, Whalen Wealth does not contain advertisements.

## Version history (last 5 releases)

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

### 5.2.18 — 2022-08-17

Big fixes and performance updates

### 5.2.17 — 2022-04-20

Bug fixes and performance updates

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-05.*