WHEATON WEALTH PARTNERS, LLC

WHEATON, Illinois·3 registered advisors·CRD# 153638

SEC# 801-73106630-221-9222

01

Firm Overview

AUM

$78M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at WHEATON WEALTH PARTNERS, LLC

3 registered advisors

Heather Marie Coulter

WHEATON, Illinois

John Gardner Finley

WHEATON, Illinois

Robert Kennedy O'dell

WHEATON, Illinois

05

Office Locations

WHEATON, Illinois

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. WHEATON WEALTH PARTNERS, LLC (CRD# 153638) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.