Wheelhouse Advisory Group, LLC
Wheelhouse Advisory Group, LLC is an SEC-registered mass-market adviser in St. Louis, MO with $388.1M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Wheelhouse Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312806, SEC 801-125869, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $388.1M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- St. Louis, MO
- Employees
- 28
- Clients
- 548
- CRD
- 312806
- Ownership
- CHEEK, STACEY, LEIGH; GHOSH, RISHI
How much AUM does Wheelhouse Advisory Group, LLC have?
Wheelhouse Advisory Group, LLC reported $388.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Wheelhouse Advisory Group, LLC?
Disclosed owners and executives of Wheelhouse Advisory Group, LLC include CHEEK, STACEY, LEIGH, GHOSH, RISHI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.