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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WHEELHOUSE ADVISORY GROUP, LLC

CRD 312806

ST. LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e42e62c0-71ce-32f8-8349-7ca00d47f5f5

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 3
On other graphs: 0
Observed: May 13, 2022 to Mar 26, 2026
5 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $388MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $388M
Private client RAUM: $388MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $32.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 28
Advisory employees: 8
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,042
Individual clients: 427
High net worth clients: 121
SEC number: 801-125869
CRD: 312806
Filings on the tape: 5
First filed: May 13, 2022
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, MO
Website: wheelhouseretirement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STACEY LEIGH CHEEK	n/a	ST. LOUIS, MO	5	30	1	no
RISHI GHOSH	n/a	ST. LOUIS, MO	5	13	1	no
Anthony Allen Striker	n/a	ST. LOUIS, MO	5	10	2	no
LAUREN ELIZABETH FERRARO	n/a	ST. LOUIS, MO	4	17	2	no
Andrew J Briesacher	n/a	ST. LOUIS, MO	3	18	5	no
GARRETT BOHLER	n/a	ST. LOUIS, MO	2	21	2	no
Jeffery Allen Campos	n/a	ST. LOUIS, MO	2	10	3	no
Jacob T Brydels	n/a	ST. LOUIS, MO	1	13	1	no
Damon Cetro	n/a	ST. LOUIS, MO	1	10	n/a	no
Cameron Robert Meehling	n/a	ST. LOUIS, MO	0	14	n/a	no
Carson David Cheek	n/a	ST. LOUIS, MO	0	10	n/a	no
Lucas Kyle-Andrew Becker	n/a	ST. LOUIS, MO	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GHOSH, RISHI	MANAGING MEMBER	E	yes	10/2020	May 13, 2022	Mar 18, 2024
CHEEK, STACEY, LEIGH	CHIEF COMPLIANCE OFFICER	Na	no	01/2021	May 13, 2022	Mar 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
FAIRVIEW HEIGHTS	IL	United States	4	no
ST. CHARLES	Mo	United States	4	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$388M	$388M	28	8	2	n/a	n/a
2024	Mar 14, 2025	$272M	$272M	23	7	2	n/a	n/a
2023	Mar 18, 2024	$181M	$181M	19	4	2	n/a	n/a
2022	Mar 15, 2023	$120M	$120M	11	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	4	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$388M	$272M	42.9%	$120M	47.7%	28	23	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
DUNCAN FINANCIAL MANAGEMENT, INC.	3	Feb 26, 2021	Mar 24, 2021	SUNSET HILLS, MO	Firm absorbed	Other	60.0%

Relationships

Registered with (13)

← Lucas Kyle-Andrew BeckerAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← Carson David CheekAdvisorregistration: current employment
Mar 19, 2026 to presentfactForm ADV
← Cameron Robert MeehlingAdvisorregistration: current employment
Nov 18, 2025 to presentfactForm ADV
← Damon CetroAdvisorregistration: current employment
Sep 11, 2025 to presentfactForm ADV
← Jacob T BrydelsAdvisorregistration: current employment
Oct 29, 2024 to presentfactForm ADV
← Jeffery Allen CamposAdvisorregistration: current employment
Jul 17, 2024 to presentfactForm ADV
← GARRETT BOHLERAdvisorregistration: current employment
Oct 24, 2023 to presentfactForm ADV
← Andrew J BriesacherAdvisorregistration: current employment
Apr 27, 2023 to presentfactForm ADV
← LAUREN ELIZABETH FERRAROAdvisorregistration: current employment
Jul 11, 2022 to presentfactForm ADV
← Anthony Allen StrikerAdvisorregistration: current employment
Mar 24, 2021 to presentfactForm ADV
← STACEY LEIGH CHEEKAdvisorregistration: current employment
Feb 26, 2021 to presentfactForm ADV
← RISHI GHOSHAdvisorregistration: current employment
Feb 26, 2021 to presentfactForm ADV
← Marcello PesceAdvisorregistration: previous registration
Jun 19, 2024 to Aug 13, 2024factForm ADV

Owns (1)

← CHEEK, STACEY, LEIGHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 13, 2022 to Mar 18, 2024factForm ADV

Controls (1)

← GHOSH, RISHIOwnerMANAGING MEMBER, ownership code E, individual
May 13, 2022 to Mar 18, 2024factForm ADV

Moved with (1)

← DUNCAN FINANCIAL MANAGEMENT, INC.Registered adviser3 advisors, firm absorbed
Feb 26, 2021 to Mar 24, 2021factForm ADV

Dated events

Occurred
Mar 26, 2026
Regulatory AUM changed
Wheelhouse Advisory Group, Llc reported RAUM $388.1M, up 43% from $271.6M (2025-03-14 to 2026-03-26)
Form ADVobserved 4 days ago
$117M
Occurred
Aug 13, 2024
Advisor changed firm
Marcello Pesce left Wheelhouse Advisory Group, Llc for J.P. Morgan Securities Llc (registered 2024-08-28)
Form ADVobserved 4 days ago
Occurred
May 13, 2022
First Form ADV filing
Wheelhouse Advisory Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e42e62c0-71ce-32f8-8349-7ca00d47f5f5
First observed: May 13, 2022
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.

WHEELHOUSE ADVISORY GROUP, LLC

CRD 312806

ST. LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e42e62c0-71ce-32f8-8349-7ca00d47f5f5

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:49 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STACEY LEIGH CHEEK

n/a

ST. LOUIS, MO

RISHI GHOSH

n/a

ST. LOUIS, MO

Anthony Allen Striker

n/a

ST. LOUIS, MO

LAUREN ELIZABETH FERRARO

n/a

ST. LOUIS, MO

Andrew J Briesacher

n/a

ST. LOUIS, MO

GARRETT BOHLER

n/a

ST. LOUIS, MO

Jeffery Allen Campos

n/a

ST. LOUIS, MO

Jacob T Brydels

n/a

ST. LOUIS, MO

Damon Cetro

n/a

ST. LOUIS, MO

n/a

Cameron Robert Meehling

n/a

ST. LOUIS, MO

n/a

Carson David Cheek

n/a

ST. LOUIS, MO

n/a

Lucas Kyle-Andrew Becker

n/a

ST. LOUIS, MO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GHOSH, RISHI

MANAGING MEMBER

yes

10/2020

May 13, 2022

Mar 18, 2024

CHEEK, STACEY, LEIGH

CHIEF COMPLIANCE OFFICER

01/2021

May 13, 2022

Mar 18, 2024

City

State

Country

Employees

Also broker-dealer

FAIRVIEW HEIGHTS

United States

ST. CHARLES

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$388M

n/a

2024

Mar 14, 2025

$272M

n/a

2023

Mar 18, 2024

$181M

n/a

2022

Mar 15, 2023

$120M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$388M

$272M

42.9%

$120M

47.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

DUNCAN FINANCIAL MANAGEMENT, INC.

Feb 26, 2021

Mar 24, 2021

SUNSET HILLS, MO

Firm absorbed

Other

60.0%