WHEELER & MOTE, LLC

WHEELER & MOTE, LLC is an SEC-registered investment adviser (CRD 115312). Regulatory assets under management: $688K.

Registration

• CRD: 115312
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115312 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search