Wheel Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wheel Advisors offers discretionary asset management and advisory services to individuals, high‑net‑worth clients, and business entities, and also provides financial planning and consulting. The firm also provides a defined small‑business consultation service tailored to employers with roughly 1–20 employees.
The firm’s investment approach emphasizes asset allocation and low‑cost index investing, using frameworks such as modern portfolio theory alongside fundamental, quantitative and technical analysis to construct portfolios of global equities, ETFs and fixed income. Portfolios are managed on a discretionary basis with documented client objectives, periodic monitoring and quarterly reviews to assess risk tolerance, allocation and rebalancing needs.
Notably, Wheel Advisors supplements its percentage‑of‑AUM asset management with hourly‑billed financial and small‑business planning, a billing practice that is uncommon among investment‑manager peers. The firm is early in its advisory operations and currently reports no assets under management; it also discloses that the owner and sole investment adviser devotes a substantial portion of his time to an outside chief operating officer role, which the firm monitors for potential conflicts.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.50% annually
$200 per hour for individual financial planning; $400 per hour for small business consultation
Main office
820 S Elmwood Ave
Oak Park IL 60304
Advisors at this office
1
Most active in
Illinois
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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