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Wheelhouse Advisory Group, LLC
WHEELHOUSE ADVISORY GROUP, LLC is an SEC-registered investment adviser in ST. LOUIS, MO, registered since 2022. The firm manages approximately $388 million...
Overview
WHEELHOUSE ADVISORY GROUP, LLC is an SEC-registered investment adviser in ST. LOUIS, MO, registered since 2022. The firm manages approximately $388 million in regulatory assets. It employs 28 staff and 8 investment advisers. WHEELHOUSE ADVISORY GROUP, LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-26, it reported 28 employees; 2,042 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including Banking or thrift institutions, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Commissions. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Multi Family Office
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