SHELLER WEALTH MANAGEMENT, INC.

SHELLER WEALTH MANAGEMENT, INC. of TROY, MO is an SEC-registered investment adviser (CRD 289794). Regulatory assets under management: $68.2M.

Registration

• CRD: 289794
• Type: Registered investment adviser
• Location: 170 W. CHERRY STREET, TROY, MO, 63379
• Phone: (636) 528-5200
• Latest filing: 2026-03-02
• Regulatory AUM: $68.2M
• Discretionary AUM: $67.9M
• Non-discretionary AUM: $385K
• Clients: 3
• Accounts: 282

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289794 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search