Investment adviser · CRD 342671

SCHEELER FINANCIAL GROUP

Investment adviser filing (IA)

SCHEELER FINANCIAL LLC

WEST CHESTER, OH, United States · Form ADV filed Jul 31, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

9078 UNION CENTRE BLVD, SUITE 202
WEST CHESTER, OH, 45069, United States

CRD 342671

Filing source

Form ADV 2123262 · Jul 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.