JAMES WHEELER & CO. ADVISORS

JAMES WHEELER & CO. ADVISORS is an SEC-registered investment adviser (CRD 306498). Regulatory assets under management: $8.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 306498
• Type: Registered investment adviser
• Phone: (303) 757-2500
• Latest filing: 2025-06-25
• Regulatory AUM: $8.0M
• Discretionary AUM: $8.0M
• Accounts: 15

Business model

Compensation: % of AUM.

Clients served: 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 306498 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search