Wheeler & Mote, LLC

Wheeler & Mote, LLC (CRD# 115312) is a financial advisory firm headquartered in , . They manage $3,076,600 in 27 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $113,948
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Wheeler & Mote, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ross E. Butler
CRD#: 4374564
Alamo, CA
93
Wealthminder
score

Ross Butler (CRD# 4374564) is an Investment Advisor Representative working at Wheeler & Mote, LLC in Alamo, CA and has over 14 years of experience in the finance industry.

2
Kermit D. Wheeler
CRD#: 1048586
Mount Dora, FL
93
Wealthminder
score

Kermit Wheeler (CRD# 1048586) is an Investment Advisor Representative working at Wheeler & Mote, LLC in Mount Dora, FL and has over 34 years of experience in the finance industry.

3
Michael L. Wheeler
CRD#: 5142881
Mount Dora, FL
93
Wealthminder
score

Michael Wheeler (CRD# 5142881) is an Investment Advisor Representative working at Wheeler & Mote, LLC in Mount Dora, FL and has over 10 years of experience in the finance industry.

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