Wehling Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a state-registered investment adviser that provides ongoing portfolio management and financial planning to individuals and trusts under a written investment advisory agreement. Services include continuous portfolio reviews and authority to trade on a discretionary basis in line with client objectives and risk tolerances.
Investment decisions are guided by fundamental analysis and strategic asset allocation, and the firm may employ both long‑term and short‑term trading strategies as market conditions dictate. The brochure discloses that it does not accept performance‑based fees, does not act as custodian for client assets, and executes trades through an institutional relationship with Interactive Brokers.
Noteworthy aspects include that the firm was formed in 2025, operates with a single advisor, and reported no discretionary or non‑discretionary assets as of June 30, 2025 (with a modest AUM figure shown in the public profile). Management’s background combines military and federal aviation experience, and the firm discloses several operational policies that may be atypical for peers, such as not voting client proxies, no soft‑dollar arrangements, and no use of outside sub‑advisers.
Client services
Expertise
Fee options
$0 - $500,000: 1.5% of AUM annually $500,001 - $750,000: 1.25% of AUM annually $750,001+: 1.0% of AUM annually
Account minimum: $100,000
Main office
6721 Karen Drive
North Richland Hills TX 76180
Advisors at this office
1
Most active in
Texas
Also doing business as
Wehling Investement Management, LLC · Wehling Investment Management · Wehling Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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