Fiwheels

Overview

Fiwheels is a small, independent registered investment adviser operating as an LLC that serves a narrow client base of individuals and families. The firm combines fee-based financial planning and discretionary portfolio management with insurance brokerage services, indicating a hybrid advisory model that blends investment management with risk-transfer solutions. Fiwheels shows a clear tilt toward liquid, exchange-traded equities as the primary vehicle for delivering market exposure and managing client portfolios. Investment activity centers on discretionary equity management delivered through separately managed account (SMA) structures and exchange-traded instruments. The firm does not present itself as an active ESG investor and appears focused on straightforward equity exposure and financial planning for individual and small business clients rather than institutional or pension strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices