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Damon Cetro

Wheelhouse Advisory Group, LLC

St. Louis, MO

CRD 7976122

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Employer firm

Wheelhouse Advisory Group, LLC CRD 312806

$388M regulatory AUM 548 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Wheelhouse Advisory Group, Llc

12250 Weber Hill Road Suite 305, St. Louis, MO 63127 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-09-11
  • MO RA
    APPROVED
    Since 2025-09-11

Branch Locations

12250 Weber Hill Road Suite 305, St. Louis, MO 63127 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wheelhouse Advisory Group Llc St. Louis MO 01/2023 Present
Special School District Of St. Louis County Town And Country MO 08/2016 12/2022
  • 01/2023 → Present
    Wheelhouse Advisory Group Llc
    St. Louis, MO
  • 08/2016 → 12/2022
    Special School District Of St. Louis County
    Town And Country, MO
Other Businesses

Jeffco Handyman LLC - owner of home repair business (non-investment related)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-11
  • S65 Uniform Investment Adviser Law Examination
    2025-09-11

View on SEC IAPD

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Nearby Offices

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