This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WHEELHOUSE ADVISORY GROUP, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65

First exam

Aug 14, 2023

First registration

Aug 14, 2023

Dual registered

no

Other names

Jacob Brydels

IAPD individual key

7786273

• Occurred

  Sep 18, 2024
  Advisor changed firm

  Jacob T Brydels left Hill Investment Group for Wheelhouse Advisory Group, Llc (registered 2024-10-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:57638cc3-7111-1f45-e10d-57fb99519d2c

First observed

Aug 14, 2023

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.