J
CRD: 306498
James Wheeler & Co. Advisors
Highlands Ranch, CO
3037572500
$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
0 Employees
30 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-20-2019
- Office Locations
- 1
Office Locations
6901 S. Race Street #101 Centennial CO
About James Wheeler & Co. Advisors
James Wheeler & Co. Advisors is a Highlands Ranch-based RIA. The firm has been operating for 6 years. Managing $8.0M in total assets under management, They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$266.7K AVG AUM / CLIENT
6.5 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Summit
Client Personas
Ridge frontier
Investment Themes
Vector Fusion wave
Investment Vehicles
Delta
Services
North alpha Summit timber Atlas glacier Focus Catalyst unison
Owner & Executives
J
JAMES EDWARD WHEELER II
Chief Compliance Officer, Chief Executive Officer, Owner, President
- CRD
- #1953865
- Ownership
- 75% or more
(420) 344-7333
momentum.catalyst@capitalcapital.com
in linkedin.com/in/insight-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,000,000
Equity - Exchange:
38.9% Public Funds:
27.1% Cash:
34.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,045,054,229 | 38.9% |
| Public Funds | $1,424,703,589 | 27.1% |
| Cash | $1,787,450,996 | 34.0% |
| Total | $5,257,208,814 | 100.0% |