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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WHEELER, JANET, FIEDLER | I | SECRETARY/TREASURER/CFO | D | Control |
| WHEELER, JANET, FIEDLER | I | SECRETARY/TREASURER/CFO | D | Control |
| WHEELER, JANET, FIEDLER | I | SECRETARY/TREASURER/CFO | D | Control |
| WHEELER, JOHN, PATRICK | I | PRESIDENT/CEO | D | Control |
| WHEELER, JOHN, PATRICK | I | PRES/CEO/CCO | D | Control |
| WHEELER, JOHN, PATRICK | I | PRES/CEO/CCO | D | Control |
Registrations
Federal
IA
Sep 8, 2005 REGISTERED
Notice Filings (1)
FL
Address
2575 ULMERTON ROADSUITE 330
CLEARWATER, FL 33762-3365
USA
Phone: 727-573-5777