WHEELHOUSE ADVISORY GROUP, LLC

Overview

Wheelhouse Advisory Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm focuses on individual and family clients and small-business portfolio management, pairing financial planning with discretionary portfolio oversight. Its fee mix includes a percentage of AUM along with commissions and other revenue streams, and the firm also operates as an insurance broker. Wheelhouse indicates active ESG investing and does not position itself as a capital allocator or pension consultant. Investment behavior is ETF-centric with a clear tilt toward exchange-traded equities for core exposures. The top public holding is a short-duration cash management ETF, which suggests the firm emphasizes liquid cash management alongside its equity allocations. Wheelhouse uses third-party managers for alternatives and supplements core ETF and mutual fund allocations with annuities where appropriate for planning or income objectives.

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Location & Offices