Wheelhouse Advisory Group, LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 312806
- Registered since
- June 9, 2022
- Website
- www.wheelhouseretirement.com
- Custodians
- SCHWAB ADVISOR SERVICES
- Fee structure
- Percentage of AUM, Commissions, Other
- Client types
- HNWI55.76%
- Individuals44.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wheelhouse Advisory Group, LLC is an independent registered investment adviser that began its SEC registration in 2022. Structured as an LLC and owned by an individual, the firm serves primarily individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM billing, commission-based products, and other revenue streams. Wheelhouse also operates as an insurance broker and identifies as an active ESG investor, incorporating environmental, social, and governance considerations into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$364M in ETFs
72%
$261M
21%
$103M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD) | Dimensional | Active | Short Term Bond | $40.2M | 864,767 | 11.04% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 12250 Weber Hill Rd
- Time zone
- CT (UTC-6)
- Office locations
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