Investment adviser · CRD 327889
WHEELER RETIREMENT PLANS LLC
Investment adviser filing (IA)
DULUTH, MN, United States · Form ADV filed Jan 7, 2026
- Regulatory AUM
- $618M Form ADV · Item 5.F
- Client accounts
- 78 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 56 | $446,625,975 | 72.3% |
| Pooled investment vehicles | 22 | $171,500,000 | 27.7% |
Filing source
Form ADV 2037220 · Jan 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Jan 7, 2026. View historical filings
Reported services
Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
324 WEST SUPERIOR STREET, SUITE 1000DULUTH, MN, 55802, United States
CRD 327889
Filing source
Form ADV 2037220 · Jan 7, 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.