ONEMONEY

WHITING, VAN ROBERT

CRD 155391

7449 GIRARD AVENUE, LA JOLLA, CA, 92037, United States

Phone

(858) 232-2524

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$7.0M

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-06

Disciplinary history

Services

Financial planningPortfolio management (individuals)

Official SEC filing: View on IAPD