Investment adviser · CRD 312806

WHEELHOUSE ADVISORY GROUP, LLC

Investment adviser filing (IA)

ST. LOUIS, MO, United States · Form ADV filed Mar 26, 2026

Regulatory AUM: $388M
Client accounts: 2,042
Employees: 28
Advisory professionals: 8

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	121	$216,408,525	55.8%
Individuals	427	$171,733,297	44.2%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported
Corporations & businesses	Fewer than 5	Not reported	Not reported
Other clients	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2083482 · Mar 26, 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 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: Mar 26, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Commissions

Principal office

12250 WEBER HILL ROAD SUITE 305
ST. LOUIS, MO, 63127, United States

CRD 312806

Filing source

Form ADV 2083482 · Mar 26, 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.