Wheeler Retirement Plans Llc
- Regulatory AUM
- $618M
- Discretionary
- $618M
- Clients
- 78
- Avg AUM / client
- $7.9M
- Accounts
- 78
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jan 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 22 | $172M | 27.7% |
| Pension and profit sharing plans | 56 | $447M | 72.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Park Industries, Inc. 401(k) Plan Park Industries, Inc. | 2024 | |
| Rock Solid Technologies, Inc. Retirement Plan For Employees Of Rock Solid Technologies, Inc. Rock Solid Technologies, Inc. | 2024 | |
| Granicus, Llc 401(k) Granicus, Llc | 2024 | |
| Wrp Conglomerate Retirement Savings Plan Standard Retirement Services, Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan D Coole | Managing Principal / Cco | Sep 2023 (3y) | 75% or more | |
| Andrew Heimbach Wheeler | Registered representative | CFP | Aug 2025 (1y) |
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.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Park Industries, Inc. 401(k) Plan | Park Industries, Inc. | 314 | $35.5M | 01/01/2024 |
| Rock Solid Technologies, Inc. Retirement Plan For Employees Of Rock Solid Technologies, Inc. | Rock Solid Technologies, Inc. | 158 | $10.8M | 01/01/2024 |
| Granicus, Llc 401(k) | Granicus, Llc | 1,169 | $57.1M | 01/01/2024 |
| Wrp Conglomerate Retirement Savings Plan | Standard Retirement Services, Inc. | 3,078 | $139M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/07/2026 | 895 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
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Stancorp Financial Group, Inc. $169M (27% of AUM) Jan 2026
- The Standard $118M (38% of AUM) Jan 2024
- Ascensus, Inc. $113M (18% of AUM) Jan 2026
- Fidelity Asset Management $105M (17% of AUM) Jan 2026
- T. Rowe Price Investment Services, Inc. $89.0M (14% of AUM) Jan 2026
- Ascensus Trust Company $75.0M (24% of AUM) Jan 2024
- Principal Insurance Company $44.6M (14% of AUM) Jan 2024
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: Jan 07, 2026.
View current Form ADV (SEC/IAPD) ↗