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

More Retirement Planning firms in St. Louis, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors
EDWARD JONES 12555 Manchester Rd St. Louis, MO, 63131	$824,988,034,503	5086856	29003
WELLS FARGO ADVISORS One North Jefferson Avenue, Mail Code: H0004-05e St. Louis, MO, 63103-2205	$558,464,518,060	1352052	19871
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218

Explore More Retirement Advisors in St. Louis, Missouri

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.