RIA Intel›Advisers›Missouri›WHEELER FINANCIAL PLANNING LLC

WHEELER FINANCIAL PLANNING LLC

Advisory

ST. CHARLES, MO

Data as of Jun 16, 2026 · Source: SEC Form ADV

Average account
$214K
across 44 accounts
AUM per adviser
$9M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM
$9M
Discretionary %
0%
Clients
44
Employees
1

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$9M
Discretionary AUM$0
Non-Discretionary AUM$9M
Discretionary %0%
Total Clients44
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

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

111TH STREET INVESTMENTS LLC
$9M
VIRTUAL PLANNING GROUP LLC
LEES SUMMIT, MO
$9M
EPOCH FAMILY WEALTH, LLC
$10M
BUSINESS OWNER STRATEGIES, INC.
$10M
GRAND STREET ADVISORS, LLC
$9M
DITTRICH FINANCIAL GROUP LLC
$10M

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