CRD: 281352
Wheeler Financial Planning LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-28-2015
- Office Locations
- 1
Office Locations
About Wheeler Financial Planning LLC
Wheeler Financial Planning LLC is an owner-led RIA in St. Charles, MO that delivers data-driven financial planning for individuals and families navigating retirement, education funding, and long-term goals. The firm emphasizes behavioral finance through its LIVE planning process and “On-Purpose Method” to support sound, emotion-aware decisions and identify spending “leaks” in a holistic view of a client’s finances. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
JOSHUA DAVID WHEELER MR
Investment Advisor, President
- CRD
- #5474139
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,412,000 | -- |
| Total | $9,412,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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