# WHEELER FINANCIAL SERVICES, LLC

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

## Registration

- CRD: 341295
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/341295/brochure
- Similar advisers: https://search.stillhousedata.com/firm/341295/similar
- Related entities: https://search.stillhousedata.com/firm/341295/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/341295

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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.