Wheelhouse Advisory Group, LLC
● SEC registered since 2022CRD 312806SEC# 801-125869St. Louis, MO
Reg. AUM
$388.1M
Employees
28
Accounts
2,042
Location
St. Louis, MO
Wheelhouse Advisory Group, LLC assets under management
Wheelhouse Advisory Group, LLC operates as an SEC-registered investment adviser based in St. Louis, MO. The firm has been registered since 2022. It reports $388.1 million in regulatory assets under management and employs 28 people.
Wheelhouse Advisory Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rishi Ghosh Control | Managing Member | Over 75% | 2020 |
| Stacey Leigh Cheek | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Wheelhouse Advisory Group, LLC manage?
Wheelhouse Advisory Group, LLC reports $388.1 million in regulatory assets under management on its Form ADV.
How many employees does Wheelhouse Advisory Group, LLC have?
Wheelhouse Advisory Group, LLC reports 28 employees.
Where is Wheelhouse Advisory Group, LLC located?
Wheelhouse Advisory Group, LLC is based in St. Louis, MO and has been SEC-registered since 2022.
Does Wheelhouse Advisory Group, LLC disclose fund performance?
Wheelhouse Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$388.1M▲ 43%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$388.1Mregulatory AUM
Discretionary $388.1M