Redwheel

0 registered advisors · 0 reported ETFs · $0 reported ETF value · $4.4B regulatory AUM

Redwheel is an investment adviser that files Form ADV with the SEC in Miami, FL, with 0 registered advisors, reporting $4.4B in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-03-25 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$4.4BHighTop 14%
  • Average AUM per client$398.2MHighTop 9.1%
  • High-net-worth share of clients0.0%LowTop 100.0%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-03-25. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2013-03-20
SEC file number
801-77698
Form version
10/2021
Latest Form ADV filing
2026-03-25
Address
2640 S. Bayshore Drive, Suite 201, Miami, FL 33133, United States
Phone
3056029501
Website
http://x.com@redwheel_

Size

People and clients

Items 5.A through 5.D.

Employees
22
Registered advisors
0
Offices
0
Clients
11
High-net-worth share of clients
0.0%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$4,380,290,405
Discretionary AUM
$4,380,290,405
Non-discretionary AUM
$0
Total accounts
10
Average AUM per client
$398,208,219

Clients

Who the firm serves

Item 5.D, by reported assets.

  • Other5 clients
    $2.4B
  • Pooled investment vehicles3 clients
    $1.5B
  • Investment companies3 clients
    $481.2M

Practice

How the firm operates

Items 4 through 9.

Services
Portfolio Management: Investment Companies; Portfolio Management: Pooled Investment Vehicles; Portfolio Management: Businesses or Institutional Clients
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Performance-Based Fees; Compensation: Other
Other business activities
Active Business: Commodity Pool Operator or Trading Advisor
Affiliations
Related Person Is: Other Investment Adviser (Incl. Financial; Related Person Is: Commodity Pool Operator or CTA; Related Person Is: Sponsor or GP of Pooled Investment Vehicl; Adviser to Any Private Fund
Custody
Related Person Has Custody of Client Cash; Related Person Has Custody of Client Securities; Related Person Custody Amount ($); Related Person Custody Clients (Count)

Source: SEC Form ADV filed by CRD 166517. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

    Public filing evidence

    Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.