# Wheeler Financial Planning LLC

Wheeler Financial Planning LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 281352
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281352

## About

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

## Questions

### 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.

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

As an RIA, Wheeler Financial Planning LLC 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.

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Last updated: 2026-08-14T12:30:00.000Z

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