Updated:Jun 3, 2026

Wheeler Financial Planning LLC

WHEELER FINANCIAL PLANNING LLC is an SEC-registered investment adviser in ST. CHARLES, MO. The firm manages approximately $9 million in regulatory assets.

Wheeler Financial Planning LLC

WHEELER FINANCIAL PLANNING LLC is an SEC-registered investment adviser in ST. CHARLES, MO. The firm manages approximately $9 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Who runs Wheeler Financial Planning LLC?

The named principal or CEO of Wheeler Financial Planning LLC is not publicly disclosed. The firm's regulatory filings do not list a known operator in public sources.

Does Wheeler Financial Planning LLC manage assets for a family office?

There is no public evidence that Wheeler Financial Planning LLC operates as a family office. It is registered as a traditional investment advisor, likely serving high-net-worth individuals with financial planning and portfolio management.

What services does Wheeler Financial Planning LLC provide?

The firm's name suggests a focus on financial planning, which typically includes retirement planning, estate planning, tax optimization, and investment management. No specific service menu has been publicly released.

Is Wheeler Financial Planning LLC part of a larger financial institution?

No publicly available information indicates Wheeler Financial Planning LLC is affiliated with a larger bank, broker-dealer, or holding company. It appears to be an independent RIA.

How can I verify Wheeler Financial Planning LLC's registration?

As an RIA, Wheeler Financial Planning LLC is registered with the SEC or state securities regulator. Verification can be done via the SEC's Investment Adviser Public Disclosure (IAPD) website using the firm's CRD number if available.

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.