Wheeler Financial Planning LLC
Firm details
- Headquarters
- Saint Charles, 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, privately owned advisory firm that serves individual and family clients. The firm provides portfolio management for individuals and small businesses and acts as a capital allocator by selecting outside advisers for client mandates. It reports an owner-type of an individual and operates as a limited liability company. Wheeler does not identify as an active ESG investor and is not a multi-state adviser; its fee structure is listed as “other.”
Assets & Accounts
Investments & Alternatives
Location & Offices
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
Saint Charles, MO
Saint Charles
Location
Saint Charles, MO
Headquartered in Saint Charles, 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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