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The Wheeler Corr Group, LLC CRD 338929
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
727 Silva Ave, Santa Rosa, CA 95404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spacex | Hawthorne | CA | 09/2015 | 06/2021 |
| Blue Origin | Kent | WA | 06/2021 | 08/2023 |
| Think Orbital | Boulder | CO | 08/2023 | 10/2023 |
| Wheeler/Corr Tax Solutions | Santa Rosa | CA | 10/2023 | Present |
| The Wheeler Corr Group, Llc | Santa Rosa | CA | 09/2025 | Present |
Wheeler/Corr Tax solutions, non investment related, Santa Rosa, CA Tax solutions, Partner, 10/2023, 20 hours per week, 20 hours per week, tax prep
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-12 |
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