A complete list of active advisors currently associated with Wehling Investment Management

Warmer can help you find a great advisor at Wehling Investment Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Wehling Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.