Wheelhouse Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.
Assets Under Management
$388M
Employees
28
Offices
2 offices
Total Clients
548
Primary office
ST. LOUIS, MO
12250 WEBER HILL ROAD SUITE 305, ST. LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.9% of total clients.
Top client categories% of clientsClients
1
Individuals
77.9%
427
2
HNWI
22.1%
121
Categories with <5 clients
0<5 clients
Banking or thrift institutions<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$388Mas of March 26, 2026
Discretionary100.0%
$388M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$388M
Total Accounts2,042
10Y AUM Change+$270M (+227.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee20:1
10Y Employee Change+20 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.