RIA Intelligence

ADVISOR LOGISTICS, LLC

CRD #292784 SEC #801-112585 BOERNE, TX 210-346-8321
SEC Registered
Total AUM
$4.9B
Discretionary
$0
Employees
6
Clients
0
Accounts
20,350

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WHEELER, BRETT, OLANICCONA Control
WHEELER, BRETT, OLANICCONA Control
WHEELER, BRETT, OLANICCONA Control
WHEELER, BRETT, OLANICCONA Control
ADVISOR LOGISTICS HOLDINGS, LLCDEMEMBERE Control
ADVISOR LOGISTICS HOLDINGS, LLCDEMEMBERE Control
ADVISOR LOGISTICS HOLDINGS, LLCDEMEMBERE Control
VALIDUS HOLDINGS, LLCDESOLE MEMBERE Control
WHEELER, BRETT, OLANICCOE Control
WHEELER, BRETT, OLANICCOE Control
WHEELER, BRETT, OLANICCOE Control
WHEELER, BRETT, OLANICCOE Control
WHEELER, BRETT, OLANICCOE Control
WHEELER, BRETT, OLANICCOE Control
WHEELER, BRETT, OLANICCOE Control
KEEL, PATRICK, LEOIMEMBERD Control
KEEL, PATRICK, LEOIMEMBERD Control
KEEL, PATRICK, LEOIMEMBERD Control
KEEL, PATRICK, LEOIMEMBERD Control
KEEL, PATRICK, LEOIMEMBERD Control
WHEELER, BRETT, OICCOD Control
WHEELER, BRETT, OLANICCOD Control
WHEELER, BRETT, OLANICCOD Control
WHEELER, BRETT, OLANICCOD Control
WHEELER, BRETT, OLANICCOD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
5W FINANCIAL, LLCDEADVISOR LOGISTICS HOLDINGS, LLCE Control
WHEELER, BRETT, OLANI5W FINANCIAL, LLCE Control

Registrations

Federal

IA
Sep 3, 2025 REGISTERED

Notice Filings (1)

TX

Address

1415 E BLANCO RD
SUITE 8
BOERNE, TX 78006
United States
Phone: 210-346-8321