WHEELER RETIREMENT PLANS LLC
Duluth, United States · CRD 327889
SEC-registered investment adviser since 2023 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$618.1m
- Main clients (by assets)Pension plans 72%, Private funds 28%
- Websitewheelerrp.com
- Form ADV · 2026-01-07SEC adviser record
- Kindinstitutions
- Others nearbyDuluth, MN
As an employer
- Staff (Form ADV)2 · 2 in investment roles
- Offices in1 country