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Chief Financial Officer · Entrewealth

Mark Wheelis

CRD 8063079 · Named on Form ADV at one SEC-registered adviser

At a glance

Entrewealth, an SEC-registered wealth manager with $326 million in regulatory assets, lists Mark Wheelis on its Form ADV as Chief Financial Officer.

Firms and roles

  • EntrewealthChief Financial OfficerWealth manager · United States · $326M in regulatory assets

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.