Wheeler Financial Services, LLC

Overview

Wheeler Financial Services, LLC is a California-based limited liability company operating as an institutional registered investment adviser. FINTRX flags the firm as SEC registered (registration year: unknown) and identifies an individual owner. The adviser is positioned as a capital allocator whose primary advisory activity is the selection of other advisers rather than running a broad slate of in-house strategies. Compensation is on a percentage-of-AUM basis. The firm is not flagged as an active ESG investor, is not set up as a multi-state adviser, and is not described as a pension consultant or a related adviser. FINTRX also lists an industry affiliation with an accountant, indicating at least one professional relationship supporting its operations.

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Location & Offices