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Advisor Logistics, LLC

● SEC registered since 2018CRD 292784SEC# 801-112585Boerne, TX
Export (members)
Reg. AUM
$4.94B
Employees
6
Accounts
20,350
Location
Boerne, TX

Advisor Logistics, LLC assets under management

Advisor Logistics, LLC is an SEC-registered investment adviser based in Boerne, TX. The firm has been registered since 2018. It reports $4.9 billion in regulatory assets under management and employs 6 people.
advisorlogistics.comView on SEC.gov ↗

Advisor Logistics, LLC owners & executives

4 reported
NameTitleOwnershipSince
Advisor Logistics Holdings, LLC ControlMemberOver 75%2024
Brett Olan Wheeler ControlCcoUnder 5%2018
5w Financial, LLC ControlMemberOver 75%2024
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Frequently asked questions

How much does Advisor Logistics, LLC manage?

Advisor Logistics, LLC reports $4.9 billion in regulatory assets under management on its Form ADV.

How many employees does Advisor Logistics, LLC have?

Advisor Logistics, LLC reports 6 employees.

Where is Advisor Logistics, LLC located?

Advisor Logistics, LLC is based in Boerne, TX and has been SEC-registered since 2018.

Does Advisor Logistics, LLC disclose fund performance?

Advisor Logistics, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1415 E Blanco Rd, Suite 8, Boerne, TX 78006
Phone210-346-8321
Office hours8:30-4:30p.m. Cst
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$4.94B
Total (RAUM)$4.94B