WHEELER FINANCIAL PLANNING LLC

WHEELER FINANCIAL PLANNING LLC of ST. CHARLES, MO is an SEC-registered investment adviser (CRD 281352). Regulatory assets under management: $9.4M.

Registration

• CRD: 281352
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 281352 on SEC IAPD (source of record)
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