FERRIS WHEEL FINANCE, INC.

FERRIS WHEEL FINANCE, INC. of VENICE, FL is an SEC-registered investment adviser (CRD 292091). Regulatory assets under management: $41.2M.

Registration

• CRD: 292091
• Type: Registered investment adviser
• Location: 871 VENETIA BAY BLVD, VENICE, FL, 34285
• Phone: 941-483-3600
• Latest filing: 2026-03-31
• Regulatory AUM: $41.2M
• Discretionary AUM: $28.8M
• Non-discretionary AUM: $12.4M
• Clients: 2
• Accounts: 612

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292091 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search