The WHEELER RETIREMENT PLANS is a privately held investment adviser that advises $618.13mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WHEELER RETIREMENT PLANS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 97.48% over the last 2-years.
The Group has been registered with the SEC for 2.88 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 324 WEST SUPERIOR STREET SUITE 1000, DULUTH, MINNESOTA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees increased by 100% over the last 2-years.
Their $618.13mn in assets advised are owned by 22 private funds, 0 public funds and BDCs and 56 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $446.63mn or 72.25% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $171.5mn or 27.75% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Pension and Profit Sharing Plans-Private and Pooled Investment Vehicles (Not IC or BDC).
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 fixed fees and management fees.
WHEELER RETIREMENT PLANS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.