Wheeler Retirement Plans LLC
Wheeler Retirement Plans LLC is an SEC-registered ria in Duluth, MN with $618.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Wheeler Retirement Plans LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327889, SEC 801-128751, data through 2026-01-07.
- AUM (assets under management / regulatory AUM)
- $618.1M (2026-01-07)
- Firm type
- Ria
- Location
- Duluth, MN
- Employees
- 2
- Clients
- 78
- CRD
- 327889
- Ownership
- COOLE, RYAN, D
How much AUM does Wheeler Retirement Plans LLC have?
Wheeler Retirement Plans LLC reported $618.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-07).
Who owns Wheeler Retirement Plans LLC?
Disclosed owners and executives of Wheeler Retirement Plans LLC include COOLE, RYAN, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.