WHEELER FINANCIAL PLANNING LLC
Firm details
- Headquarters
- , Missouri
- CRD number
- 281352
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wheeler Financial Planning LLC is a small, individual-owned limited liability company that provides investment advice and portfolio management to individuals, families and small businesses. The firm’s stated advisory activities emphasize portfolio management for individual and small-business clients and the selection of other advisers, indicating a model that can combine direct management with delegated manager relationships. Wheeler Financial Planning does not identify as an active ESG investor, is not multi-state, and reports a nonstandard (“Other”) fee structure. The firm is registered as a capital allocator but is otherwise classified as unclassified in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1JOSHUA WHEELER
Investment Advisor RepresentativeCRD 5474139
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, MO
SAINT CHARLES
Location
, MO
Headquartered in , MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT CHARLES
- Address
- 90 Mb Corporate Park Ct
- Time zone
- CT (UTC-6)
- Office locations
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