Overview
Assets Under Management: $272 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 73
Average Client Assets: $2 million
Frequently Asked Questions
WHEELHOUSE ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312806), WHEELHOUSE ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
WHEELHOUSE ADVISORY GROUP, LLC is headquartered in ST. LOUIS, MO.
WHEELHOUSE ADVISORY GROUP, LLC serves 73 high-net-worth clients according to their SEC filing dated March 14, 2025. View client details ↓
According to their SEC Form ADV, WHEELHOUSE ADVISORY GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WHEELHOUSE ADVISORY GROUP, LLC manages $272 million in client assets according to their SEC filing dated March 14, 2025.
According to their SEC Form ADV, WHEELHOUSE ADVISORY GROUP, LLC serves high-net-worth individuals. View client details ↓
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