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Spencer Milan Wheeler

GUARDIAN POINT CAPITAL, LP·CHARLOTTESVILLE, Virginia
Clean recordGUARDIAN POINT CAPITAL, LP
224 COURT SQUARE, CHARLOTTESVILLE, VA 22902CRD# 5848347Firm CRD# 165053

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Spencer Milan Wheeler · CHARLOTTESVILLE, VA
Registration
CRD #5848347 · GUARDIAN POINT CAPITAL, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Spencer Milan Wheeler is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with GUARDIAN POINT CAPITAL, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GUARDIAN POINT CAPITAL, LP
GUARDIAN POINT CAPITAL, LP
AUM
$699M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GUARDIAN POINT CAPITAL, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5848347
Firm CRD# 165053
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Spencer Milan Wheeler offer?
Spencer Milan Wheeler specializes in Retirement Planning. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Spencer Milan Wheeler's credentials?
Spencer Milan Wheeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Spencer Milan Wheeler located?
Spencer Milan Wheeler is based in CHARLOTTESVILLE, Virginia, working with GUARDIAN POINT CAPITAL, LP. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Spencer Milan Wheeler charge for services?
Spencer Milan 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 GUARDIAN POINT CAPITAL, LP?
GUARDIAN POINT CAPITAL, LP has approximately 5 employees and manages $699M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GUARDIAN POINT CAPITAL, LP

Dru Alexander Rasmussen
CHARLOTTESVILLE, VA
Timothy Swain Davis
CHARLOTTESVILLE, VA

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Research
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