Wheel Advisors LLC
Firm details
- Headquarters
- Oak Park, Illinois
- CRD number
- 338450
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wheel Advisors LLC is a small, Illinois-based limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm is registered with the U.S. Securities and Exchange Commission (SEC); the SEC Registered Year is listed as Unknown. Ownership is held by an individual, and the adviser is classified as Unclassified in the source data. Fee arrangements include both a percentage-of-AUM model and hourly charges. The firm is not described as an active ESG investor, is not a multi-state adviser, does not serve as a pension consultant, and is not identified as a capital allocator or a related adviser.
Assets & Accounts
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
Owners & executives
1 of 1
Michael Von Lunen
Chief Operating OfficerCRD 4429282
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oak Park, IL
Cook
Location
Oak Park, IL
Headquartered in Oak Park, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 820 S Elmwood Ave
- Time zone
- CT (UTC-6)
- Office locations
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