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| Wheelhouse Advisory Group LLC
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|---|---|
| CRD # | 312806 |
| SEC # | 801-125869 |
| CIK # | 0001998946 |
| AUM | $388.1 M (2026-03-26) |
| Employees | 28 (29% Investors, 0% Brokers) |
| Phone | 636-400-7889 |
| Address | 12250 Weber Hill Road Suite 305 St Louis, MO 63127 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.4 | ||
| Nvidia Corp | 1.9 | ||
| Tesla Motors Inc | 1.6 | ||
| Microsoft Corp | 1.5 | ||
| Lilly Eli & Co | 1.0 | ||
| Amazon Com Inc | 0.8 | ||
| Ameren Corp | 0.7 | ||
| Wal Mart Stores Inc | 0.7 | ||
| Mastercard Inc | 0.7 | ||
| Procter & Gamble Co | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 427 | 171.7 |
| (b) Individuals (high net worth individuals) | 121 | 216.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,042 | 388.1 |
| By Discretionary | ||
| Discretionary | 2,042 | 388.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,042 | 388.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 388.1 | |
| Total | 2,042 | 388.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001998946] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Davis Investment Partners LLC
✚
|
NC | 0.4 |
|
JJP Capital Management Inc
✚
|
MO | 0.4 |
|
in on Capital Advisors LLC
✚
|
FL | 0.4 |
|
Solomon API LLC
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|
FL | 0.4 |
|
Sentinel Wealth Management Inc
✚
|
VA | 0.4 |
|
Monorail Securities LLC
✚
|
FL | 0.4 |
|
Costello Asset Management Inc
✚
|
PA | 0.4 |
|
Brian D Lowder Inc
✚
|
CA | 0.4 |
|
Southwest Investment Advisors Inc
✚
|
AZ | 0.4 |
|
Missionpoint Partners LLC
✚
|
0.4 |