A complete list of active advisors currently associated with Wheeler & Mote, LLC

Warmer can help you find a great advisor at Wheeler & Mote, LLC or one who fits your needs even better.

Wheeler & Mote, LLC provides portfolio management and related advisory services primarily to individual clients, including IRA rollovers and taxable accounts, and reports $688,149 in total client assets across 13 client relationships. The firm charges percentage‑of‑AUM fees and delivers ongoing account supervision typical of independent solo practitioners. The firm’s investment approach emphasizes loss aversion and income generation, combining ETFs and individual securities with active bond selection and deliberate cash allocation to support clients who commonly withdraw funds monthly. Hedging is integral to the process: the manager uses partial hedges, including inverse ETFs, may aggressively alter positions as conditions change, and may hold hedged positions for extended periods to limit drawdowns. A distinctive feature relative to peers is that a larger‑than‑typical share of assets is managed non‑discretionarily—$265,262 of the reported $688,149 as of December 31, 2025—despite the brochure also describing discretionary services. The firm’s dual registration and alliance with Syndicated Capital (providing access to Pershing custodial/recordkeeping services and analytical resources from Pacific Income Advisors) is another notable structural element for a single‑advisor practice.

To learn more about the advisors currently working at Wheeler & Mote, LLC, 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.