Fiwheels

Overview

Fiwheels is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with an insurance brokerage offering. Its billing practices include both percentage-of-AUM fees and fixed-fee arrangements. Fiwheels does not self-identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives