Lanita Lynn Wheetley
Investment adviser representative at Aurelius Family Office, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$315.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Aurelius Family Office, LLCJul 2026 to now
- Cogent Private WealthNov 2024 to Apr 2026
- LPL Financial LLCAug 2024 to Nov 2024
- Synergy Investment Management LLCAug 2024 to Nov 2024
- UnemployedJul 2024 to Aug 2024
- Massmutual Life Insurance CoApr 2024 to Jun 2024
- Looking for WorkDec 2023 to Apr 2024
- Morgan StanleyNov 2020 to Dec 2023
- Morgan StanleySep 2019 to Oct 2020
- Bankers Life Securities, Inc.Mar 2019 to Jul 2019
- Bankers Life and CasualtyNov 2018 to Jul 2019
- Bank of America, N.A.May 2015 to Aug 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (AR).
Aurelius Family Office, LLC
$315.3MAssets managed
167Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5024812
- Firm CRD
- 323016