Sheller Wealth Management, Inc.

Overview

Sheller Wealth Management, Inc. is an independent, individual-owned registered advisory firm operating out of Missouri that serves high-net-worth individuals and families. The firm bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and focuses its client work on financial planning, discretionary portfolio management for individuals and small business owners, and pension consulting services. It maintains insurance and real estate broker affiliations as part of its broader service set. The firm identifies equities as its primary investment preference and runs portfolios with a clear tilt toward exchange-traded instruments. Client relationships are managed on a non-multi-state basis and the adviser is structured as a small, state-registered RIA rather than a national platform.

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Public Holdings

Investments & Alternatives

Location & Offices