Wheeler & Mote, LLC

Wheeler & Mote, LLC (CRD# 115312) is a financial advisory firm headquartered in , . They manage $1,201,476 in 15 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.wheelerandmote.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $80,098
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
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 Butler, financial advisor Alamo CA
Ross E. Butler
CRD#: 4374564
Alamo, CA

Ross Butler (CRD# 4374564) is an Investment Advisor Representative working at Wheeler & Mote, LLC in Alamo, CA and has over 22 years of experience in the finance industry.

2
Kermit Wheeler, financial advisor Mount Dora FL
Kermit D. Wheeler
CRD#: 1048586
Mount Dora, FL

Kermit Wheeler (CRD# 1048586) is an Investment Advisor Representative working at Wheeler & Mote, LLC in Mount Dora, FL and has over 41 years of experience in the finance industry.

3
Michael Wheeler, financial advisor Mount Dora FL
Michael L. Wheeler
CRD#: 5142881
Mount Dora, FL

Michael Wheeler (CRD# 5142881) is an Investment Advisor Representative working at Wheeler & Mote, LLC in Mount Dora, FL and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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