# Wheel Advisors LLC

> Wheel Advisors LLC is a state-registered investment advisory firm in Oak Park, IL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 338450
- Filed as: WHEEL ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oak Park, IL
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338450
- AdvisorCensus page: https://advisorcensus.com/firm/wheel-advisors-llc-oak-park-il-338450

## Quick answers

**How is Wheel Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wheel Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Wheel Advisors LLC located?**
Wheel Advisors LLC's principal office is in Oak Park, IL, according to its Form ADV.

**Is Wheel Advisors LLC registered with the SEC or a state?**
Wheel Advisors LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338450.

**How much does Wheel Advisors LLC manage?**
Wheel Advisors LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 20, 2026.

**Does Wheel Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338450

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wheel Advisors LLC (CRD 338450): Form ADV filing data as of October 2026.