# Wheeler & Mote

Wheeler & Mote is a Single Family Office.

## Overview

- **Organization type:** Single Family Office
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 115312
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115312

## About

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.

## Questions

### 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.

### 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.

## Related profiles

- [Mission Street Wealth Planning](https://altss.com/profile/mission-street-wealth-planning)
- [Spectrum Strategies](https://altss.com/profile/spectrum-strategies-llc)

---

Last updated: 2026-07-06T01:24:28.778Z

Canonical page: https://altss.com/profile/wheeler-and-mote-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology