WHEELER FINANCIAL SERVICES, LLC

WHEELER FINANCIAL SERVICES, LLC of SAN JOSE, CA is an SEC-registered investment adviser (CRD 341295).

Registration

• CRD: 341295
• Type: Registered investment adviser
• Location: 1475 SARATOGA AVE STE 100, SAN JOSE, CA, 95129
• Phone: 408-252-1800
• Latest filing: 2026-06-19
• Clients: 2

Business model

Compensation: % of AUM.

Clients served: Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 341295 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search