# JAMES WHEELER & CO. ADVISORS

JAMES WHEELER & CO. ADVISORS is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 306498
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306498/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306498/similar
- Related entities: https://search.stillhousedata.com/firm/306498/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306498

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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.