Wheeler & Mote, LLC

Overview

Wheeler & Mote, LLC is a small, fee-based registered advisory practice that serves individual and family clients and small businesses. The firm operates as a capital allocator and provides portfolio management directly while also engaging in selection of other advisers, indicating it combines in-house management with access to external managers when appropriate. Its fee arrangement is a percentage of assets under management. Investment activity is concentrated on publicly traded equities and exchange-traded products. The firm is not positioned as an active ESG investor and does not act as a pension consultant. Given its size and client base, Wheeler & Mote, LLC appears to run a boutique, high-touch model focused on liquid equity exposures and selective use of outside managers for specific mandates.

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Location & Offices