WHEELER RETIREMENT PLANS LLC

WHEELER RETIREMENT PLANS LLC of DULUTH, MN is an SEC-registered investment adviser (CRD 327889). Regulatory assets under management: $618.1M.

Registration

• CRD: 327889
• SEC file number: 801-128751
• Type: Registered investment adviser
• Location: 324 WEST SUPERIOR STREET, SUITE 1000, DULUTH, MN, 55802
• Phone: 218-336-8524
• Latest filing: 2026-01-07
• Regulatory AUM: $618.1M
• Discretionary AUM: $618.1M
• Clients: 2
• Accounts: 78

Business model

Compensation: % of AUM, Fixed.

Clients served: Pooled vehicles, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327889 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search