# WHEELER RETIREMENT PLANS LLC

WHEELER RETIREMENT PLANS LLC of DULUTH, MN is an SEC-registered investment adviser.

## Registration

- CRD: 327889
- Type: SEC-registered investment adviser
- SEC file number: 801-128751
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Ryan D Coole | MANAGING PRINCIPAL / CCO | — |
| COOLE RYAN D | MANAGING PRINCIPAL / CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327889/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327889/similar
- Related entities: https://search.stillhousedata.com/firm/327889/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327889

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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.