Overview
Assets Under Management: $272 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 73
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,601
Discretionary Accounts: 1,601
Regulatory Filings
CRD Number: 312806
Filing ID: 1949994
Last Filing Date: 2025-03-14 10:09:00
Website: https://wheelhouseretirement.com