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WHEELER FINANCIAL PLANNING LLC
CRD 281352
90 MB CORPORATE PARK CT, ST. CHARLES, MO, 63301, United States
Phone
314-687-6096
Fax
636-329-1292
Registration
— (—)
Source
State registered
Total AUM
$9.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
SELECTION OF OTHER ADVISERS FEES
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $9.4M |
Official SEC filing: View on IAPD