THE WHEELER CORR GROUP, LLC

Overview

The Wheeler Corr Group, LLC is organized as a limited liability company with individual ownership. Its public profile identifies the firm as providing financial planning and portfolio management services aimed at individuals and small businesses. The firm charges clients using a mix of fee arrangements — percentage of assets under management, hourly fees, and fixed fees — and is not flagged as an active ESG investor, a multi‑state adviser, a pension consultant, or a related adviser. The firm is not listed as a capital allocator and there is no SEC registration year reported in the supplied data.

Assets & Accounts

Investments & Alternatives

Location & Offices