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Wheeler Retirement Plans
WHEELER RETIREMENT PLANS LLC is an SEC-registered investment adviser in DULUTH, MN, registered since 2023. The firm manages approximately $618 million in...
Overview
WHEELER RETIREMENT PLANS LLC is an SEC-registered investment adviser in DULUTH, MN, registered since 2023. The firm manages approximately $618 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Duluth
Corporate office
Vancouver, WA, United States
Sector focus
Frequently asked questions
What does Wheeler Retirement Plans typically invest in?
The office concentrates primarily on direct real estate investments — necessity-retail strip centers, net-leased properties, and select industrial assets in Oregon and Washington. Outside of real property, it selectively reviews minority private equity placements in established regional operating businesses with recurring revenue models. The firm has historically avoided venture capital, technology investments, and fund-of-funds commitments.
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