WHEELER WEALTH MANAGEMENT, INC.
CRD #127533 SEC #801-62823 CLEARWATER, FL 727-573-5777
SEC Registered
Total AUM
$40.2M
Discretionary
$0
Employees
5
Clients
101
Accounts
170
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2006 | $36.3M | $0 | $36.3M | 5 | -- |
| Sep 2005 | $40.2M | $0 | $40.2M | 5 | -- |
| Feb 2005 | $40.2M | $0 | $40.2M | 5 | -- |
DateJan 2006
Total AUM$36.3M
Discretionary$0
Non-Disc.$36.3M
Employees5
Clients--
DateSep 2005
Total AUM$40.2M
Discretionary$0
Non-Disc.$40.2M
Employees5
Clients--
DateFeb 2005
Total AUM$40.2M
Discretionary$0
Non-Disc.$40.2M
Employees5
Clients--