Key facts
- Notable investors include Muddy River Capital.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Wheeler Accountants
- ·The full record, as it builds
Funding rounds
No funding rounds for Wheeler Accountants are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Wheeler Accountants
Provider of accounting and advisory services intended to facilitate business and personal financial goals. The company offers tax planning, accounting services, attestation, equity compensation strategies, estate planning, and fractional executive management, enabling businesses and individuals to optimize financial performance and preserve assets.
- Sector
- Business Products and Services (B2B)
- HQ
- San Jose, CA, United States
- Founded
- 1950
- Website
- wheelercpa.com/
- Ownership
- Privately Held (backing)
Wheeler Accountants doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Wheeler Accountants shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Wheeler Accountants in its N-PORT filings yet. We sweep new filings monthly.