Wheelhouse Advisory Group, LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 312806
- Registered since
- June 9, 2022
- Website
- www.wheelhouseretirement.com
- Custodians
- SCHWAB ADVISOR SERVICES
- Fee structure
- Percentage of AUM, Commissions, Other
- Client types
- HNWI55.76%
- Individuals44.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wheelhouse Advisory Group, LLC is an independent registered investment adviser that entered SEC registration in 2022. The firm is structured as a limited liability company owned by an individual and focuses on serving individual and family clients. Its advisory practice combines financial planning with portfolio management for individuals and small businesses, and the firm also operates as an insurance broker. Fee arrangements include asset-based fees, commissionable products, and other billing structures. Wheelhouse reports being an active ESG investor and does not describe itself as a capital allocator or a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities73%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1
Stacey Cheek
Chief Compliance OfficerCRD 3159204
Contacts
3 of 11
Cameron Meehling
ParaplannerCRD 7618289
Lucas Becker
ParaplannerCRD 8235792
Jeffery Campos
Wealth ManagerCRD 6783937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$340M in ETFs
72%
$244M
22%
$96.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD) | Dimensional | Active | Short Term Bond | $36.8M | 771,244 | 10.82% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, 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 Louis
- Address
- 12250 Weber Hill Rd
- Time zone
- CT (UTC-6)
- Office locations
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