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Wheeler Retirement Plans LLC

● SEC registered since 2023CRD 327889SEC# 801-128751Duluth, MN
Export (members)
Reg. AUM
$520M
Employees
1
Accounts
56
Location
Duluth, MN

Wheeler Retirement Plans LLC assets under management

Wheeler Retirement Plans LLC is an investment advisory firm registered with the SEC based in Duluth, MN. The firm has been registered since 2023. It reports $520 million in regulatory assets under management and employs 1 people.
wheelerrp.comView on SEC.gov ↗

Wheeler Retirement Plans LLC owners & executives

1 reported
NameTitleOwnershipSince
Ryan D Coole ControlManaging Principal / CcoOver 75%2023

Frequently asked questions

How much does Wheeler Retirement Plans LLC manage?

Wheeler Retirement Plans LLC reports $520 million in regulatory assets under management on its Form ADV.

How many employees does Wheeler Retirement Plans LLC have?

Wheeler Retirement Plans LLC reports 1 employees.

Where is Wheeler Retirement Plans LLC located?

Wheeler Retirement Plans LLC is based in Duluth, MN and has been SEC-registered since 2023.

Does Wheeler Retirement Plans LLC disclose fund performance?

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

Contact & registration

Address324 West Superior Street, Suite 1000, Duluth, MN 55802
Phone218-336-8524
Fax218-722-0945
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$520M
Total (RAUM)$520M