WEHLING INVESTMENT MANAGEMENT

Overview

Wehling Investment Management is a small limited liability company that provides financial planning and discretionary portfolio management targeted at individuals and small businesses. The firm charges advisory fees as a percentage of assets under management and does not identify itself as an ESG investor, pension consultant, multi-state adviser, or capital allocator. Public disclosures are minimal: the firm is classified as unclassified and its SEC registration year is not listed. Given the size of the assets reported, the firm appears to operate a very compact advisory practice—likely handling a single account or a small number of bespoke client relationships rather than running broad model portfolios or institutional mandates. The ADV indicates standard private-client activities (financial planning and portfolio management), but does not disclose investment style, sector tilts, or manager allocation preferences.

Assets & Accounts

Location & Offices