Wheeler Retirement Plans LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Duluth, MN. Its latest Form ADV filing, dated January 7, 2026, reports $618M in regulatory assets under management, 2 employees, and 78 accounts.
Assets Under Management
$618M
Employees
2
Offices
--
Total Clients
78
Primary office
DULUTH, MN
324 WEST SUPERIOR STREET, SUITE 1000, DULUTH, MN, United States
Top client segmentPension Plans represent 71.8% of total clients.
Top client categories% of clientsClients
1
Pension Plans
71.8%
56
2
Pooled Investment Vehicles
28.2%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$618Mas of January 7, 2026
Discretionary100.0%
$618M
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$618M
Total Accounts78
10Y AUM Change+$618M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee39:1
10Y Employee Change+1 (+100.0%)
* 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.