|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wheeler Retirement Plans LLC
✚
|
|
|---|---|
| CRD # | 327889 |
| SEC # | 801-128751 |
| CIK # | |
| AUM | $520.0 M (2025-05-02) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 218-336-8524 |
| Address | 324 West Superior Street Duluth, MN 55802 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 147.0 |
| (g) Pension and profit sharing plans | 55 | 373.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 56 | 520.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 56 | 520.0 |
| Total | 56 | 520.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 520.0 | |
| Total | 56 | 520.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RV Kuhns & Associates Inc
✚
|
OR | 0.8 |
|
Investment Performance Services LLC
✚
|
GA | 0.7 |
|
Capvisor Associates LLC
✚
|
0.7 | |
|
Consequent Capital Management LLC
✚
|
GA | 0.6 |
|
Sherman Portfolios LLC
✚
|
ID | 0.6 |
|
Bridge Capital Advisors
✚
|
TX | 0.5 |
|
Investrust Consulting LLC
✚
|
OK | 0.5 |
|
VERT Asset Management LLC
✚
|
CA | 0.4 |
|
Chatham Investment Advisors LLC
✚
|
PA | 0.4 |
|
First Financial Coaching Inc
✚
|
MI | 0.3 |