Assets Under Management
$1.2M
Number of Clients
13
Number of Advisors
3
Average Client AUM
$93K
AUM per Advisor
$404K
Compensation
Fee-Only (AUM)
Wheeler & Mote, LLC is a portfolio manager offering discretionary services. They focus on limiting portfolio losses and achieving positive returns in various market conditions. The firm utilizes ETFs and individual securities, with strategies for stocks, bonds, and cash investments.
FL, United States