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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHEEK, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEEK, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEEK, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEEK, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| GHOSH, RISHI | I | MANAGING MEMBER | E | Control |
| GHOSH, RISHI | I | MANAGING MEMBER | E | Control |
| GHOSH, RISHI | I | MANAGING MEMBER | E | Control |
| GHOSH, RISHI | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (4)
FL IL MO TX
Address
12250 WEBER HILL ROAD SUITE 305ST. LOUIS, MO 63127
United States
Phone: 636-400-7889