Wheelhouse Advisory Group, LLC

Wheelhouse Advisory Group, LLC

Wheelhouse Advisory Group, LLC is a US-based registered investment adviser structured as a multi-family office. Founded and operated by professionals whose names are not publicly disclosed, the firm serves a select group of wealthy families. The wealth origin for its underlying clients is not detailed in public materials. The firm's investment approach focuses on customized portfolios across traditional asset classes such as equities, fixed income, and real assets. It also engages in direct investments and co-investments alongside clients, with a bias toward private equity and real estate. No specific portfolio companies or deals are publicly named. The geographic focus appears to be domestic U.S. markets. Wheelhouse Advisory Group maintains a lean team structure, with total professional headcount not publicly available. It operates from a single location, though the city and state are not confirmed. The firm does not have disclosed philanthropic vehicles or operating businesses tied to its name. No recent operational events are verifiable. A structural differentiator for Wheelhouse is its RIA registration, which imposes fiduciary duty and regulatory oversight uncommon among pure family offices. This formal structure provides clients with transparency and compliance protections typical of institutional advisors, distinguishing it from less regulated entities.