Kim Dang
Whalen Financial · Las Vegas, Nevada
Kim Dang is a fee-only financial advisor at Whalen Financial in Las Vegas, Nevada. Whalen Financial reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Kim →
Facts
| Firm | Whalen Financial |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $223.0M across 825 accounts |
| SEC registration | Investment adviser representative in NV · CRD 6751208 |
| Exams passed | Series 66 (2017) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | cwm.vegas |
| Profile |
How Kim's firm compares
- Whalen Financial's average account is about $270,000, from its Form ADV (assets managed divided by 825 accounts).
Request an introduction to Kim
Tell Kim a little about what you're looking for. Kim isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kim
Is Kim Dang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kim holds no broker registration, and Whalen Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kim charge for financial advice?
Kim's firm, Whalen Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kim Dang based?
Kim Dang is based in Las Vegas, Nevada.
Is Kim Dang registered with the SEC?
Yes. Kim Dang is registered as an investment adviser representative in NV (CRD 6751208), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Whalen Financial manage?
Whalen Financial reports $223.0M across 825 accounts in assets under management.
How do I contact Kim Dang?
Through Kim's website, cwm.vegas.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Las Vegas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.