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WHEELER RETIREMENT PLANS LLC
CRD 327889 · SEC 801-128751
324 WEST SUPERIOR STREET, SUITE 1000, DULUTH, MN, 55802, United States
Phone
218-336-8524
Fax
218-722-0945
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$618.1M
Discretionary AUM
$618.1M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-07
Disciplinary history
No
Services
Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 22 | $171.5M |
| Pension/profit sharing plans | 56 | $446.6M |
States served
MN, WI
All web addresses on file
Official SEC filing: View on IAPD