Sheller Wealth Management, Inc.

Overview

Sheller Wealth Management, Inc. is an independent RIA that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm operates primarily as a discretionary manager, executing portfolios on behalf of clients while also offering hourly and fixed-fee engagements. Its business model leans toward equity-first allocation, and the advisor maintains relationships with insurance and real estate broker partners to support broader client needs. Portfolios appear to follow a core equity orientation with personalized management—use of separately managed accounts is noted—so strategies are likely built around tax-aware equity implementation, targeted ETFs and single-stock positions where appropriate, and selective use of third-party active managers to fill gaps in risk or return profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices