A complete list of active advisors currently associated with Wheel Advisors LLC

Warmer can help you find a great advisor at Wheel Advisors LLC or one who fits your needs even better.

Wheel Advisors offers discretionary asset management and advisory services to individuals, high‑net‑worth clients, and business entities, and also provides financial planning and consulting. The firm also provides a defined small‑business consultation service tailored to employers with roughly 1–20 employees. The firm’s investment approach emphasizes asset allocation and low‑cost index investing, using frameworks such as modern portfolio theory alongside fundamental, quantitative and technical analysis to construct portfolios of global equities, ETFs and fixed income. Portfolios are managed on a discretionary basis with documented client objectives, periodic monitoring and quarterly reviews to assess risk tolerance, allocation and rebalancing needs. Notably, Wheel Advisors supplements its percentage‑of‑AUM asset management with hourly‑billed financial and small‑business planning, a billing practice that is uncommon among investment‑manager peers. The firm is early in its advisory operations and currently reports no assets under management; it also discloses that the owner and sole investment adviser devotes a substantial portion of his time to an outside chief operating officer role, which the firm monitors for potential conflicts.

To learn more about the advisors currently working at Wheel Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.