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WHEELHOUSE ADVISORY GROUP, LLC
CRD 312806 · SEC 801-125869
12250 WEBER HILL ROAD SUITE 305, ST. LOUIS, MO, 63127, United States
Phone
636-400-7889
Fax
636-764-0875
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$388.1M
Discretionary AUM
$388.1M
Team
28 total employees; 8 advisory reps; 548 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Commissions; ON OCCASION, NEGOTIATED FLAT QUARTERLY FEE
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 427 | $171.7M |
| High net worth individuals | 121 | $216.4M |
States served
IL, MO, TX, FL
All web addresses on file
- https://www.WheelhouseRetirement.com
- https://www.meetwithwheelhouse.com
- https://www.retirewithrishi.com
- https://www.facebook.com/wheelhouseretirement
- https://www.linkedin.com/company/wheelhouseadvisorygroup/
- https://www.stlretire.com
- https://www.youtube.com/@WheelhouseAdvisoryGroupSTL
- https://www.wheelhouseadvisorygroup.com
Official SEC filing: View on IAPD