RIA Intel›Advisers›Colorado›JAMES WHEELER & CO. ADVISORS

JAMES WHEELER & CO. ADVISORS

Advisory

Data as of Jun 25, 2025 · Source: SEC Form ADV

Average account

$533K

across 15 accounts

Source: SEC Form ADV. Figures as filed Jun 25, 2025.

Total AUM

$8M

Discretionary %

100%

Clients

15

Employees

0

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees0

Investment Advisers0

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

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RED MEADOW CAPITAL, LLC D/B/A RED MEADOW INVESTMENT ADVISORS

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MILLION PEBBLES

$8M

BETTER POCKETS FINANCIAL LLC

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EQUITY ASSETS MANAGEMENT, INC.

STEAMBOAT SPRINGS, CO

$8M

0.0% 1Y

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