WHEELHOUSE ADVISORY GROUP, LLC
CRD #312806 SEC #801-125869 ST. LOUIS, MO 636-400-7889
SEC Registered
Total AUM
$271.6M
Discretionary
$271.6M
Employees
23
Clients
251
Accounts
1,601
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $271.6M | $271.6M | $0 | 23 | 488 |
| Mar 2024 | $180.9M | $180.9M | $0 | 19 | 445 |
| Mar 2023 | $120.5M | $120.5M | $0 | 11 | 400 |
| May 2022 | $118.6M | $118.6M | $0 | 8 | 343 |
DateMar 2025
Total AUM$271.6M
Discretionary$271.6M
Non-Disc.$0
Employees23
Clients488
DateMar 2024
Total AUM$180.9M
Discretionary$180.9M
Non-Disc.$0
Employees19
Clients445
DateMar 2023
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees11
Clients400
DateMay 2022
Total AUM$118.6M
Discretionary$118.6M
Non-Disc.$0
Employees8
Clients343