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 in...

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 in regulatory assets. It employs 28 staff and 8 investment advisers.

General information

Firm type

Multi Family Office

What is Wheelhouse Advisory Group, LLC?

Wheelhouse Advisory Group, LLC is a multi family office tracked on Altss.

What does Altss track for Wheelhouse Advisory Group, LLC?

Altss maintains an OSINT-verified profile of Wheelhouse Advisory Group, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Wheelhouse Advisory Group, LLC?

Wheelhouse Advisory Group, LLC is classified by Altss as a Multi Family Office.

How does Altss source intelligence on Wheelhouse Advisory Group, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Wheelhouse Advisory Group, LLC's Altss profile last updated?

Wheelhouse Advisory Group, LLC's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.