About Wheeler Financial Solutions
Wheeler Financial Solutions is an Investment Management company, headquartered in Lexington, with 51 - 200 employees and annual revenue of $5M - $20M.
At Wheeler Financial Solutions we are committed to helping individuals and businesses identify and evaluate their financial goals, develop a strategy that is right for them, and monitor and revise that strategy as individuals endure life changes and businesses mature and evolve. Dedicated to creatin...
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Wheeler Financial Solutions Company Highlights
Phone Number
(859) 219-xxxx
Corporate Office Address
535 Wellington Way
Lexington, 40503
Website
Industries Served
Investment ManagementNumber of Employees
51 - 200 Employees
Company Revenue
$5M - $20M
Wheeler Financial Solutions Org
Wheeler Financial Solutions has 1 VP, 3 Manager, and 3 Other employees.
Wheeler Financial Solutions Decision Makers
- CEOPete Wheeler
Wheeler Financial Solutions's Tech Stack
Frequently Asked Questions About
Wheeler Financial Solutions
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Who is the CEO of Wheeler Financial Solutions?
The CEO of Wheeler Financial Solutions is Pete Wheeler. See full contact details ›
How many senior employees does Wheeler Financial Solutions have?
Wheeler Financial Solutions has 4 senior employees that are typically used for decision making.
Who are the key decision makers at Wheeler Financial Solutions?
Key decision makers at Wheeler Financial Solutions include Pete Wheeler (CEO). See full contact details ›
What technologies does Wheeler Financial Solutions use?
Wheeler Financial Solutions uses technologies including Acquia Cloud, Amazon EC2, and Cloudflare.
How do I contact Wheeler Financial Solutions?
To contact Wheeler Financial Solutions, visit wheelerfinancial.net.
What companies are similar to Wheeler Financial Solutions?
Companies similar to Wheeler Financial Solutions include Virtus Investment Partners, Ollin Ventures, and Shamar Hope Haven Inc..
Where is Wheeler Financial Solutions headquartered?
Wheeler Financial Solutions is headquartered at 535 Wellington Way, Lexington.
What is the main phone number for Wheeler Financial Solutions?
The main phone number for Wheeler Financial Solutions is (859) 219-xxxx.
What is the official website for Wheeler Financial Solutions?
The official website for Wheeler Financial Solutions is wheelerfinancial.net.
What is the annual revenue of Wheeler Financial Solutions?
The annual revenue of Wheeler Financial Solutions is $5M - $20M.
How many employees does Wheeler Financial Solutions have?
Wheeler Financial Solutions has 51 - 200 employees.
What industry is Wheeler Financial Solutions in?
Wheeler Financial Solutions is in the Investment Management industry.
Last updated: May 28, 2025