| Name | Title | Ownership | Since |
|---|---|---|---|
| Rishi Ghosh Control | Managing Member | Over 75% | 2020 |
| Stacey Leigh Cheek | Chief Compliance Officer | Under 5% | 2021 |
Wheelhouse Advisory Group, LLC reports $271.6 million in regulatory assets under management on its Form ADV.
Wheelhouse Advisory Group, LLC reports 23 employees.
Wheelhouse Advisory Group, LLC is based in St. Louis, MO and has been SEC-registered since 2022.
Wheelhouse Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 12250 Weber Hill Road Suite 305, St. Louis, MO 63127 |
| Phone | 636-400-7889 |
| Fax | 636-764-0875 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $271.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $271.6M |