Rishi Ghosh
Investment adviser representative at Wheelhouse Advisory Group, LLC
13 yearsExperience
4 statesRegistered in
$388.1MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Wheelhouse Advisory Group, LLCJan 2021 to now
- Duncan Financial Management, Inc.Jan 2013 to Feb 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 4 states (FL, IL, MO, TX).
Wheelhouse Advisory Group, LLC
$388.1MAssets managed
548Clients
12Advisers
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
- 6152377
- Firm CRD
- 312806