Wheeler Retirement Plans LLC
SEC RegisteredEmployee Benefits tailored to your business
About the firm
Wheeler Retirement Plans (WRP) offers retirement plan solutions for established businesses, non-profits, and government agencies that are easy to administer, governed to ERISA standards, and cost-effective. As a 3(38) Investment Fiduciary, WRP is responsible for acting in clients' best interest and is committed to the plan's success. WRP strives to simplify the complicated landscape of 401(k), 403(b), 457(b), and other qualified/non-qualified plans so companies and employees are empowered to make educated decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment menu design, Qualified Default Investment Alternative (QDIA) selection, investment manager oversight, investment committee governance, employee wellness and engagement programs, plan recordkeeper evaluation, and consulting, implementation, governance, and engagement for 401(k), 403(b), 457(b), and other qualified/non-qualified plans.
Who they serve
Established businesses, non-profits, and government agencies sponsoring employer retirement plans, as well as plan participants.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 22 | $172M |
| Charitable Organizations | 56 | $447M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of January 7, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wheeler Retirement Plans LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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