# WHEELER FINANCIAL PLANNING LLC

WHEELER FINANCIAL PLANNING LLC of ST. CHARLES, MO is an SEC-registered investment adviser.

## Registration

- CRD: 281352
- Type: SEC-registered investment adviser
- Location: 90 MB CORPORATE PARK CT, ST. CHARLES, MO, 63301
- Phone: 314-687-6096
- Latest filing: 2026-06-16
- Regulatory AUM: $9.4M
- Non-discretionary AUM: $9.4M
- Clients: 1
- Accounts: 44

## Business model

- Compensation: Other
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281352/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281352/similar
- Related entities: https://search.stillhousedata.com/firm/281352/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281352

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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.