WHEELER RETIREMENT PLANS LLC
CRD #327889 SEC #801-128751 DULUTH, MN 218-336-8524
SEC Registered
Total AUM
$520M
Discretionary
$0
Employees
1
Clients
--
Accounts
56
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $520M | $0 | $520M | 1 | 0 |
| Jan 2025 | $520M | $0 | $520M | 1 | 0 |
| Jan 2024 | $313M | $313M | $0 | 1 | 0 |
| Sep 2023 | $0 | $0 | $0 | 1 | 0 |
| Aug 2023 | $0 | $0 | $0 | 1 | 0 |
DateMay 2025
Total AUM$520M
Discretionary$0
Non-Disc.$520M
Employees1
Clients0
DateJan 2025
Total AUM$520M
Discretionary$0
Non-Disc.$520M
Employees1
Clients0
DateJan 2024
Total AUM$313M
Discretionary$313M
Non-Disc.$0
Employees1
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0