WHEELHOUSE ADVISORY GROUP, LLC

12250 Weber Hill Road Suite 305
St. Louis, Missouri 63127
Tel: 636-400-7889

About WHEELHOUSE ADVISORY GROUP, LLC

WHEELHOUSE ADVISORY GROUP, LLC, formally registered with the SEC as WHEELHOUSE ADVISORY GROUP, LLC. The firm was established in 06/09/2022. They have over 3 offices throughout the country.

WHEELHOUSE ADVISORY GROUP, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $180,924,060 assets under management, offering retirement planning & investment advisory services to 1601 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312806
SEC#	801-125869
Assets Managed by Firm	$180,924,060
No. of Clients	1601
No. of Advisors	19

Fee Structure

A percentage of AUM
Commission Based
Other (ON OCCASION, NEGOTIATED FLAT QUARTERLY FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1601	$180,924,060
Individuals (other than high net worth individuals)	407	$126,882,859
High net worth individuals	38	$54,041,201

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