Wheeler Financial Planning LLC

Overview

Wheeler Financial Planning LLC is a state registered investment adviser based in Saint Charles, MO, registered since 2015. It reports $9.4M in assets under management across 44 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$9.4M

Accounts

44

Average account

$214K

Employees

1

Advisory reps

1

Registered since

2015

Jurisdictions

2

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Selection of Other Advisors

Client types

• Individuals

Fee structure

Other Fees

Executive officers 1 of 1

• Joshua David Wheeler President CRD 5474139

Advisory reps 1 of 1

• Joshua Paul Wheeler Insurance Agent · Investment Adviser Rep CRD 5474139

Location

Headquarters

90 Mb Corporate Park Ct
Saint Charles, MO 63301

County

Saint Charles

Metro area

St. Louis, MO-IL

Region

Midwest

Registrations

• State registered
• Registered in 2 jurisdictions

Every state, with registration dates

Similar firms near Saint Charles

• Axius Advisors LLCSaint Charles, MO$624M AUM
• Fyra Capital ManagementSaint Charles, MO$504M AUM
• Fidelis Financial Planning, LLCSaint Charles, MO$16M AUM
• Oakview Wealth Solutions LLCSaint Charles, MO$28.4M AUM
• Quantumleap Wealth Management, LLCSaint Charles, MO$7.3M AUM