|
⚲
|
| Wheeler Retirement Plans LLC
✚
| |
|---|---|
| CRD # | 327889 |
| SEC # | 801-128751 |
| CIK # | |
| AUM | $313.0 MM (2024-01-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 218-336-8524 |
| Address | 324 West Superior Street Duluth, MN 55802 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 65 | 313.0 |
| (n) Other | 0 | 0.0 |
| Total | 65 | 313.0 |
| By Discretionary | ||
| Discretionary | 65 | 313.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 65 | 313.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.0 | |
| Total | 65 | 313.0 |
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|---|---|---|
|
VERT Asset Management LLC
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|
CA | 0.3 |
|
First Financial Coaching Inc
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MI | 0.3 |
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2Xideas US Inc
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NY | 0.3 |
|
Genesia Investments LLC
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SC | 0.2 |
|
STF Management LP
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TX | 0.2 |
|
Sherman Portfolios LLC
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ID | 0.2 |
|
Allied Asset Advisors Inc
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|
IL | 0.2 |
|
Chadler Investment Advisory Solutions LLC
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|
NJ | 0.1 |
|
Navigate 401K LLC
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|
AL | 0.1 |
|
Equbot Inc
✚
|
CA | 0.1 |