WHEELHOUSE ADVISORY GROUP, LLC

WHEELHOUSE ADVISORY GROUP, LLC of ST. LOUIS, MO is an SEC-registered investment adviser (CRD 312806). Regulatory assets under management: $388.1M.

Registration

• CRD: 312806
• SEC file number: 801-125869
• Type: Registered investment adviser
• Location: 12250 WEBER HILL ROAD SUITE 305, ST. LOUIS, MO, 63127
• Phone: 636-400-7889
• Latest filing: 2026-03-26
• Regulatory AUM: $388.1M
• Discretionary AUM: $388.1M
• Clients: 28
• Accounts: 2,042

Business model

Compensation: % of AUM, Commissions, Other.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

Branch offices (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312806 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search