WHEELER RETIREMENT PLANS LLC

324 West Superior Street
Suite 1000
Duluth, Minnesota 55802
Tel: 218-336-8524

About WHEELER RETIREMENT PLANS LLC

WHEELER RETIREMENT PLANS LLC, formally registered with the SEC as WHEELER RETIREMENT PLANS LLC. The firm was established in 09/15/2023. They have over 1 offices throughout the country.

WHEELER RETIREMENT PLANS LLC is a Duluth, Minnesota based Financial Planning firm with nearly $520,000,000 assets under management, offering retirement planning & investment advisory services to 56 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327889
SEC#	801-128751
Assets Managed by Firm	$520,000,000
No. of Clients	56
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	56	$520,000,000
Pension and profit sharing plans	55	$373,000,000

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