Wehling Investment Management
Firm details
- Headquarters
- North Richland Hills, Texas
- CRD number
- 336249
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wehling Investment Management operates as a limited liability company focused on portfolio management for individuals and small businesses. The firm is SEC-registered (registration year: Unknown) and is state-registered in Texas. It is owned by an individual and charges fees based on a percentage of assets under management. The adviser is not positioned as an ESG investor, does not act as a capital allocator, and is not described as a pension consultant or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
North Richland Hills, TX
Tarrant
Location
North Richland Hills, TX
Headquartered in North Richland Hills, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 6721 Karen Dr
- Time zone
- CT (UTC-6)
- Office locations
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