The WHEEL ADVISORS is a privately held investment adviser that advises $10.21Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WHEEL ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 2,277.55% over the last 4-years.
The Group has been registered with the SEC for 4.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 201 KING OF PRUSSIA ROAD SUITE 650, RADNOR, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 49 employees comprised of 15 investment and 34 non-investment staff. The total number of Employees increased by 88.46% over the last 4-years.
Their $10.21Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 20 other accounts. Assets of High Net Worth Individuals clients own $7.14Bn or 69.93% of Total Assets and Other Investment Advisers own $2.05Bn or 20.12% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Other Investment Advisers.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
WHEEL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.