WHEEL ADVISORS LLC

Overview

Wheel Advisors LLC is organized as a limited liability company that offers financial planning and portfolio management services targeted at individuals and small businesses. The firm charges fees based on a percentage of assets under management and also uses hourly billing for some engagements. Regulatory and classification fields in the available record are sparse: the SEC registration year is not provided, the firm is listed as unclassified, and it is not flagged as a multi-state adviser, pension consultant, related adviser, or active ESG investor. The data also indicates the firm is not operating as a capital allocator.

Assets & Accounts

Location & Offices