Unclaimed Profile

Gregory Ayres Wheeler

BOK FINANCIAL PRIVATE WEALTH, INC.·DENVER, Colorado

SIE, Series 7, Series 24, Series 63, Series 66Clean record24 years registeredBOK FINANCIAL PRIVATE WEALTH, INC.

1600 BROADWAY, DENVER, CO 80202CRD# 4357940Firm CRD# 106733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Ayres Wheeler · DENVER, CO

Registration

CRD #4357940 · BOK FINANCIAL PRIVATE WEALTH, INC. · 24 years registered

Brand Profile

Not yet started

Career History

BOK FINANCIAL ADVISORS

Sep 2003 – present

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jan 2002 – Feb 2003

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · January 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOK FINANCIAL PRIVATE WEALTH, INC.

CRD 106733 · SEC 801-51401

AUM

$2.8B

Regulatory assets under management

Employees

2,128 client accounts

Services offered by BOK FINANCIAL PRIVATE WEALTH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOK FINANCIAL PRIVATE WEALTH, INC. →

Introduction

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Frequently Asked Questions

What services does Gregory Ayres Wheeler offer?

Gregory Ayres Wheeler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.

What are Gregory Ayres Wheeler's credentials?

Gregory Ayres Wheeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Ayres Wheeler located?

Gregory Ayres Wheeler is based in DENVER, Colorado, working with BOK FINANCIAL PRIVATE WEALTH, INC.. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Gregory Ayres Wheeler charge for services?

Gregory Ayres Wheeler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOK FINANCIAL PRIVATE WEALTH, INC.?

BOK FINANCIAL PRIVATE WEALTH, INC. has approximately 33 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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