WHEELER RETIREMENT PLANS LLC
SEC Form ADV profile.
Total regulatory AUM
$618,125,975
Discretionary
$618,125,975
Non-discretionary
$0
Firm details
- CRD number
- 327889
- SEC file number
- 801-128751
- Main office
- DULUTH, MN, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTPS://WHEELERRP.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.