# WHEELER & MOTE, LLC

WHEELER & MOTE, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 115312
- Type: SEC-registered investment adviser
- Phone: 352/383-3597
- Latest filing: 2026-03-20
- Regulatory AUM: $688K
- Discretionary AUM: $423K
- Non-discretionary AUM: $265K
- Clients: 1
- Accounts: 11

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115312/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115312/similar
- Related entities: https://search.stillhousedata.com/firm/115312/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115312

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.