Wheeler Financial Services, LLC

Overview

Wheeler Financial Services, LLC is organized as a limited liability company that operates primarily as a capital allocator and adviser-of-advisers. The firm’s documented advisory activity is the selection of other advisers rather than serving as a direct discretionary portfolio manager. It charges fees as a percentage of AUM and is not identified as an active ESG investor. The firm is classified as unclassified in the snapshot data and is not listed as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices