Wheeler Wealth
Finance
Free · Designed for iPad. Not verified for macOS.
Our boutique approach at Wheeler Wealth blends cutting-edge technology to deliver unparalleled service and access to portfolio data in a simple, elegant interface.
We are committed to navigating the disruptions of our time by incorporating the latest tools and strategies to optimize financial success. It’s important that our clients learn to traverse the complexities of finance with confidence and clarity.
The team at Wheeler Wealth imbues a dynamic, modern approach rooted in traditional values to collaborate with and serve our clients’ unique needs.
We’re more than just financial advisors – we’re partners on a journey toward financial success, dedicated to serving our clients with the highest degree of professionalism, care, and respect.
Ratings & Reviews
• Home supports new Total Value settings
• Support for new Report notification types
• Performance enhancements
The developer, Wheeler Wealth, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Wheeler Wealth, LLC
- Size
- 150.1 MB
- Category
- Finance
- Compatibility
Requires iOS 15.5 or later.
- iPhone
Requires iOS 15.5 or later. - iPad
Requires iPadOS 15.5 or later. - iPod touch
Requires iOS 15.5 or later. - Mac
Requires macOS 12.4 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Messaging and Chat
- Copyright
- © Black Diamond Wealth Platform