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| Happy Holidays!! thanks for using AUM13F!! |
| Wheelhouse Advisory Group LLC
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| CRD # | 312806 |
| SEC # | 801-125869 |
| CIK # | 0001998946 |
| AUM | $271.6 M (2025-03-14) |
| Employees | 23 (30% Investors, 0% Brokers) |
| Phone | 636-400-7889 |
| Address | 12250 Weber Hill Road Suite 305 St Louis, MO 63127 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.6 | ||
| Apple Inc | 1.3 | ||
| Emerson Electric Co | 1.3 | ||
| Microsoft Corp | 1.1 | ||
| Amazon Com Inc | 0.9 | ||
| Tesla Motors Inc | 0.9 | ||
| Procter & Gamble Co | 0.8 | ||
| Mastercard Inc | 0.8 | ||
| Philip Morris International Inc | 0.7 | ||
| AT&T Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 415 | 153.7 |
| (b) Individuals (high net worth individuals) | 73 | 118.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,601 | 271.6 |
| By Discretionary | ||
| Discretionary | 1,601 | 271.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,601 | 271.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.6 | |
| Total | 1,601 | 271.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001998946] |
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|---|---|---|
|
Victoria Capital Management Inc
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SC | 0.3 |
|
Robertson Investment Management
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|
TX | 0.3 |
|
First Financial Group Corporation
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NC | 0.3 |
|
Apricus Wealth LLC
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SC | 0.3 |
|
Peninsula Asset Management Inc
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FL | 0.3 |
|
Tucker Jr Douglas Ray
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AL | 0.3 |
|
Kapstone Financial Advisors LLC
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|
OH | 0.3 |
|
Evolution Advisers Inc
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|
VA | 0.3 |
|
Ferguson-Johnson Wealth Management Inc
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|
MD | 0.3 |
|
Christopher J Hasenberg Inc
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|
WI | 0.3 |