Caden Kennedy Wheeler

Employer firm

Ieq Capital, LLC CRD 301819

$56.8B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → Present
  Ieq Capital, Llc
  Foster City, CA
• 02/2025 → 05/2025
  Ieq Capital, Llc
  Foster City, CA
• 06/2024 → 08/2024
  Ieq Capital, Llc
  Foster City, CA
• 03/2023 → Present
  Menlo Circus Club
  Atherton, CA
• 08/2022 → 05/2025
  Menlo College
  Atherton, CA
• 06/2015 → 08/2022
  Unemployed
  Lahaina, HI

Other Businesses

Menlo Circus Club; not investment related; 190 Park Ln, Atherton, CA 94027; Country Club Service/Teaching Swim; Assistant; March/2023; 2 hours a month; 0 hours during trading hours; I teach kids between the age of 2-15 swim and coach Saturday practice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-27