# Wheeler Retirement Plans

Wheeler Retirement Plans is a RIA based in Duluth, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Duluth, United States
- **Region:** North America
- **Address:** Vancouver, WA, United States
- **Assets under management:** Undisclosed
- **Website:** wheelerretirementplans.com

## Regulatory record

- **CRD number:** 327889
- **SEC file number:** 801-128751
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327889

## About

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.

## Sectors

- Real Estate
- Private Equity

## 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.

## Related profiles

- [Hoovest Capital Management](https://altss.com/profile/hoovest-capital-management-inc)
- [Cytium Investment Management](https://altss.com/profile/cytium-investment-management-llc)

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

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