Unclaimed Profile

Kurt C. Wheeler

CLARUS VENTURES LLC·CAMBRIDGE, Massachusetts

Clean recordCLARUS VENTURES LLC

101 MAIN ST, CAMBRIDGE, MA 02142CRD# 5625002Firm CRD# 160980

Profile Verification

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

Identity

Kurt C. Wheeler · CAMBRIDGE, MA

Registration

CRD #5625002 · CLARUS VENTURES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kurt C. Wheeler is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with CLARUS VENTURES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CLARUS VENTURES, LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLARUS VENTURES, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5625002

Firm CRD# 160980

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kurt C. Wheeler offer?

Kurt C. Wheeler specializes in Retirement Planning. Contact their office in CAMBRIDGE, Massachusetts for a consultation.

What are Kurt C. Wheeler's credentials?

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

Where is Kurt C. Wheeler located?

Kurt C. Wheeler is based in CAMBRIDGE, Massachusetts, working with CLARUS VENTURES LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.

How does Kurt C. Wheeler charge for services?

Kurt C. Wheeler's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARUS VENTURES LLC?

CLARUS VENTURES LLC has approximately 28 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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