Wheelhouse Advisory Group, Llc
- Regulatory AUM
- $388M
- Discretionary
- $388M
- Clients
- 548
- Avg AUM / client
- $708K
- Accounts
- 2,042
- Employees
- 28
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 427 | $172M | 44.2% |
| High net worth individuals | 121 | $216M | 55.8% |
| Banking or thrift institutions | 0 | — | — |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | Fewer than 5 clients | — | — |
| Other | Fewer than 5 clients | — | — |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rishi Ghosh | Managing Member | Oct 2020 (6y) | 75% or more | |
| Stacey Leigh Cheek | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Anthony Allen Striker | Registered representative | Mar 2021 (5y) | ||
| Lauren Elizabeth Ferraro | Registered representative | Jul 2022 (4y) | ||
| Andrew J Briesacher | Registered representative | Apr 2023 (3y) | ||
| Garrett Bohler | Registered representative | Oct 2023 (3y) | ||
| Jeffery Allen Campos | Registered representative | Jul 2024 (2y) | ||
| Jacob T Brydels | Registered representative | Oct 2024 (2y) | ||
| Damon Cetro | Registered representative | Sep 2025 (1y) | ||
| Cameron Robert Meehling | Registered representative | Nov 2025 (1y) | ||
| Carson David Cheek | Registered representative | Mar 2026 (0y) | ||
| Lucas Kyle Andrew Becker | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 935 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Commissions
- • Other fees
- • ON OCCASION, NEGOTIATED FLAT QUARTERLY FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $388M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗