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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Ridge focus
- Established Date
- 10-23-2024
- Office Locations
- 1
Office Locations
About Fiwheels
FiWheels is a Prescott, Arizona fee-only RIA providing fiduciary financial planning and in-house investment management. Planning is tax-centric (starts with the client’s tax return) and includes Roth conversion analysis, asset and income location, and annual tax review by an EA. The firm works with clients funding plans from lump sums (e.g., 401(k)/IRA, brokerage, inheritance or asset-sale proceeds) and offers transparent subscription or a la carte pricing, with custody at Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
CHRISTOPHER LEE OSWALT
Chief Compliance Officer, Owner
- CRD
- #4176000
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,405,411 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,405,411 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,405,411
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $562,321,869 | 31.5% |
| Public Funds | $678,356,541 | 38.0% |
| Cash | $315,971,336 | 17.7% |
| Corporate - Investment Grade | $228,499,045 | 12.8% |
| Total | $1,785,148,791 | 100.0% |