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WHEELHOUSE ADVISORY GROUP, LLC

ST. LOUIS, MO · CRD 312806 · IAPD ↗ · wheelhouseretirement.com · 636-400-7889

$388.1MRegulatory AUM
8Advisory reps
28Employees
548Clients
More than 500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — WHEELHOUSE ADVISORY GROUP, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
April 2026 — WHEELHOUSE ADVISORY GROUP, LLC reported RAUM up 43% ($271.6M -> $388.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — WHEELHOUSE ADVISORY GROUP, LLC reported RAUM up 50% ($180.9M -> $271.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2025 — WHEELHOUSE ADVISORY GROUP, LLC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2024 — WHEELHOUSE ADVISORY GROUP, LLC reported RAUM up 50% ($120.5M -> $180.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.