Investment adviser representative · Wheelhouse Advisory Group, LLC
Garrett Bohler
CRD 7431065 · St. Louis, MO
At a glance
Garrett Bohler is an investment adviser representative with Wheelhouse Advisory Group, LLC in St. Louis, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Garrett’s SEC record dates to 2023, about 3 years ago.
Current advisory firm
- Wheelhouse Advisory Group, LLCSince October 2023St. Louis, MO · $388M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Garrett’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Wheelhouse Advisory Group, LLC
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- Andrew J. BriesacherSt. Louis
- Jacob T. BrydelsSt. Louis
- Jeffery A. CamposSt. Louis
- Damon CetroSt. Louis
- Carson D. CheekSt. Louis
- Stacey L. CheekSt. Louis
- Lauren E. FerraroSt. Louis
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