Michael Louis Wheeler

Wheeler & Mote, LLC

19 Years of Experience

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Areas of Practice

Investment Management

Wheeler & Mote, LLC

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

13 clients

Average Client Portfolio

$93K average

Assets Under Management

$1.2M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

Mount Dora, FL

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wheeler & Mote, LLC

August 2006 - Present · 19 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.