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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2017
- Office Locations
- 1
Office Locations
About Sheller Wealth Management, Inc.
Sheller Wealth Management, Inc. is a Troy, MO advisory firm providing investment management and comprehensive planning, including estate and business succession planning. The team includes Certified Financial Planners and emphasizes independent, customized guidance for clients such as business owners and entrepreneurs. Securities are offered through LPL Financial, with advice delivered through its RIA; portfolios are commonly implemented using ETFs and mutual funds.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GARY STEVEN SHELLER
Certified Financial Planner, President
- CRD
- #1476642
- Ownership
- 75% or more
ASHLEY ELIZABETH ARNOLD
CFP , Chief Compliance Officer, VICE PRESIDENT
- CRD
- #6594566
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,863,867 | -- |
| Non-Discretionary | $385,207 | -- |
| Total | $68,249,074 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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