Wheeler Retirement Plans LLC

RIASEC RegisteredEst. 2023

Total AUM

$618M

Discretionary

$618M

100% of AUM

Avg account

$7.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Duluth, Minnesota
CRD number: 327889
Registered since: September 15, 2023
Custodians: THE STANDARD, ASCENSUS TRUST, FIDELITY ASSET MANAGEMENT, T. ROWE PRICE INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans72.25%
Pooled Investment Vehicles27.75%
Services: Portfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Wheeler Retirement Plans LLC is an institutional registered investment adviser organized as an LLC. The firm is positioned to serve institutional clients — primarily businesses and retirement plan sponsors — and lists portfolio management for businesses or institutions and pension consulting services among its advisory activities. It charges fees as a percentage of assets under management and via fixed fees. The firm is SEC-registered (registered in 2023) and is owned by an individual. The adviser does not present itself as a capital allocator, does not report active ESG investing, and is not described as a multi-state or related adviser in the available data.