Matthew O'malley Wheeler

Current Employers

Wheeler Financial Services, Llc

1475 Saratoga Ave Ste 100, San Jose, CA 95129 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-02

CA RA
APPROVED

Since 2026-07-02

Branch Locations

1475 Saratoga Ave Ste 100, San Jose, CA 95129 • 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

Organization	City	State	From	To
Wheeler Financial Services Llc	San Jose	CA	01/2026	Present
Wheeler Accountants Llp	San Jose	CA	10/2007	Present

01/2026 → Present

Wheeler Financial Services Llc

San Jose, CA
10/2007 → Present

Wheeler Accountants Llp

San Jose, CA

Other Businesses

WHEELER ACCOUNTANTS LLP, ACCOUNTING FIRM. NOT INVESTMENT-RELATED. 1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129. TITLE: MANAGING PARTNER. STARTED OCTOBER 2007. 160 HOURS PER MONTH (FULL-TIME). DUTIES INCLUDE MANAGING OF THE FIRM AND PROVIDING ACCOUNTING SERVICES TO FIRM CLIENTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-24

S65 Uniform Investment Adviser Law Examination

2025-11-24

View on SEC IAPD

Current Employers

Wheeler Financial Services, Llc

Disclosures

Employment History

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Exams

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