Wheeler & Mote

WHEELER & MOTE, LLC is an SEC-registered investment adviser with $688,149 in regulatory assets under management. The firm manages $422,887 on a discretionary...

Wheeler & Mote

WHEELER & MOTE, LLC is an SEC-registered investment adviser with $688,149 in regulatory assets under management. The firm manages $422,887 on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

—

City

—

Corporate office

—

Who founded Wheeler & Mote, LLC?

The founding family behind Wheeler & Mote, LLC has not been publicly identified. The firm does not list principals or disclose its wealth origin in public records or professional profiles.

Is Wheeler & Mote structured as a single-family office?

The firm's name and limited public records suggest it is a single-family office. No evidence of multi-family services or external capital management has been found in available sources.

What investment strategy does Wheeler & Mote employ?

Wheeler & Mote does not publicly disclose its investment strategy, target sectors, or asset-class preferences. The office maintains no website or public communications that would reveal its deployment approach.

Does Wheeler & Mote make direct investments or commit to funds?

No information is available on whether Wheeler & Mote engages in direct deals, fund commitments, or co-investments. The firm does not appear in deal databases or media coverage.

Where is Wheeler & Mote headquartered?

Wheeler & Mote, LLC is registered in the United States, but no specific city or headquarters address has been identified in public records. The firm's geographic footprint is unclear.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.