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Wheelhouse Advisory Group, LLC CRD 312806
$388M regulatory AUM 548 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12250 Weber Hill Road Suite 305, St. Louis, MO 63127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-19 |
| IL | RA | APPROVED | 2021-04-02 |
| TX | RA | APPROVED | 2021-04-01 |
| MO | RA | APPROVED | 2021-02-26 |
Branch Locations
12250 Weber Hill Road Suite 305, St. Louis, MO 63127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Duncan Financial Management, Inc. | Fenton | MO | 01/2013 | 02/2021 |
| Wheelhouse Advisory Group, Llc | St. Louis | MO | 01/2021 | Present |
As a licensed insurance agent, acting in an individual capacity, commissions for his last firm were run through a separate LLC (OM Capital Management LLC) owned 100% by Mr. Ghosh. This LLC will be terminated in 2021.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-29 |
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