Wheeler Retirement Plans LLC
● SEC registered since 2023CRD 327889SEC# 801-128751Duluth, MN
Reg. AUM
$618.1M
Employees
2
Accounts
78
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 $618.1 million in regulatory assets under management and employs 2 people.
Wheeler Retirement Plans LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan D Coole Control | Managing Principal / Cco | Over 75% | 2023 |
Frequently asked questions
How much does Wheeler Retirement Plans LLC manage?
Wheeler Retirement Plans LLC reports $618.1 million in regulatory assets under management on its Form ADV.
How many employees does Wheeler Retirement Plans LLC have?
Wheeler Retirement Plans LLC reports 2 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
| Address | 324 West Superior Street, Suite 1000, Duluth, MN 55802 |
| Phone | 218-336-8524 |
| Fax | 218-722-0945 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$618.1M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$618.1Mregulatory AUM
Discretionary $618.1M