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SHELLER WEALTH MANAGEMENT, INC.
CRD 289794
170 W. CHERRY STREET, TROY, MO, 63379, United States
Phone
(636) 528-5200
Fax
(636) 528-8452
Registration
— (—)
Source
State registered
Total AUM
$68.2M
Discretionary AUM
$67.9M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $29.6M |
| High net worth individuals | 44 | $36.9M |
All web addresses on file
Official SEC filing: View on IAPD