CRD: 312806
Wheelhouse Advisory Group, LLC
$388.1M Total AUM
$388.1M Disc. AUM
47.7% 3Y CAGR
28 Employees
1,096 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-26-2021
- Office Locations
- 1
Office Locations
12250 Weber Hill Road Suite 305 St. Louis MO
About Wheelhouse Advisory Group, LLC
Wheelhouse Advisory Group is a St. Louis, MO retirement planning RIA focused on individuals and families in the distribution stage of life. The firm integrates tax strategy, investment planning, and estate planning, using a data-driven portfolio stress test through its in-house Retirement Analyzer and a four-bucket investment approach. Custody includes Charles Schwab.
Team overview
29 AVG AGE
$48.5M AVG AUM / ADVISOR
$354.1K AVG AUM / CLIENT
2.7 yrs AVG TENURE
28 Employees
8 Advisory Reps
11 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
RISHI GHOSH
Managing Member, Principal
- CRD
- #6152377
- Ownership
- 75% or more
Available
Available
Available
STACEY LEIGH CHEEK
Chief Compliance Officer
- CRD
- #3159204
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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Lucas Kyle-Andrew Becker
Paraplanner
- CRD
- #8235792
Available
Available
Available
GARRETT BOHLER
Paraplanner
- CRD
- #7431065
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $388,141,822 | $190,079 |
| Non-Discretionary | $0 | -- |
| Total | $388,141,822 | $190,079 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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