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FERRIS WHEEL FINANCE, INC.
CRD 292091
871 VENETIA BAY BLVD, SUITE 201, VENICE, FL, 34285, United States
Phone
941-483-3600
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$41.2M
Discretionary AUM
$28.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 287 | $24.8M |
| High net worth individuals | 9 | $16.3M |
| Corporations/business entities | 6 | $111K |
All web addresses on file
Official SEC filing: View on IAPD