Timothy Joseph Wheelwright
Investment adviser representative at Corient
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.3BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
9 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientSep 2022 to now
- Albion Sc San DiegoJan 2023 to Dec 2025
- Cipw Service Company, LLCJan 2023 to Jul 2023
- Dowling & Yahnke, LLCJun 2022 to Mar 2023
- La Roca FcAug 2016 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
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
- 7705427
- Firm CRD
- 319448