WHEELER WEALTH MANAGEMENT, INC.

WHEELER WEALTH MANAGEMENT, INC. of CLEARWATER, FL is an SEC-registered investment adviser (CRD 127533). Regulatory assets under management: $36.3M.

Registration

• CRD: 127533
• SEC file number: 801-62823
• Type: Registered investment adviser
• Location: 2575 ULMERTON ROAD, SUITE 330, CLEARWATER, FL, 33762
• Phone: 727-573-5777
• Latest filing: 2006-01-31
• Regulatory AUM: $36.3M
• Non-discretionary AUM: $36.3M
• Clients: 1
• Accounts: 131

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 127533 on SEC IAPD (source of record)
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