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WHEELHOUSE ADVISORY GROUP, LLC
CRD 312806File 801-125869
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$388.1M
Below cohort median (national)
Discretionary AUM
$388.1M
Clients
548
2,042 accounts
Employees
28
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 9, 2022
- Principal office
- 12250 WEBER HILL ROAD SUITE 305, ST. LOUIS, MO, 63127
- Phone
- 636-400-7889
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $388.1M
- Discretionary AUM
- $388.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,042
- Non-discretionary accounts
- 0
- Total accounts
- 2,042
- AUM per client
- $708K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 121 | $216.4M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 427 | $171.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Commissions
- Other (described) — ON OCCASION, NEGOTIATED FLAT QUARTERLY FEE
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 28 | increased by5 |
| Apr 1, 2026 | Clients | 488 | 548 | increased by60 |
| Apr 1, 2026 | AUM | $271,635,642 | $388,141,822 | increased by$116,506,180 |
| Apr 1, 2026 | Accounts | 1,601 | 2,042 | increased by441 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 23 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 343 | 488 | increased by145 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $118,633,712 | $271,635,642 | increased by$153,001,930 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,149 | 1,601 | increased by452 |
| Jul 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WHEELHOUSE ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WHEELHOUSE ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.