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WHEELER RETIREMENT PLANS LLC
CRD 327889File 801-128751
APPROVED
Filing as of Jan 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$618.1M
Above cohort median (national)
Discretionary AUM
$618.1M
Clients
78
78 accounts
Employees
2
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 15, 2023
- Principal office
- 324 WEST SUPERIOR STREET, SUITE 1000, DULUTH, MN, 55802
- Phone
- 218-336-8524
- Website
- HTTPS://WHEELERRP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $618.1M
- Discretionary AUM
- $618.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 78
- Non-discretionary accounts
- 0
- Total accounts
- 78
- AUM per client
- $7.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 22 | $171.5M |
| Pension and profit sharing plans | 56 | $446.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.