Wheeler Financial Services, LLC

Overview

Wheeler Financial Services, LLC is organized as a limited liability company and is classified in FINTRX as an institutional registered investment adviser. The firm operates as a capital allocator and its advisory activity is focused on the selection of other advisers rather than direct custody and trading of securities. Compensation is charged as a percentage of assets under management. FINTRX flags the firm as not active on ESG investing and not set up as a multi-state adviser; it also is not identified as a pension consultant or a related adviser. An industry affiliation with an accountant is noted. The SEC registration year is not provided in the source data.

Assets & Accounts

Investments & Alternatives