# Sheller Wealth Management, Inc.

> Sheller Wealth Management, Inc. is a state-registered investment advisory firm in Troy, MO, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 289794
- Filed as: SHELLER WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Troy, MO
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289794
- AdvisorCensus page: https://advisorcensus.com/firm/sheller-wealth-management-inc-troy-mo-289794

## Quick answers

**How is Sheller Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Sheller Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Sheller Wealth Management, Inc. located?**
Sheller Wealth Management, Inc.'s principal office is in Troy, MO, according to its Form ADV.

**Is Sheller Wealth Management, Inc. registered with the SEC or a state?**
Sheller Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289794.

**How much does Sheller Wealth Management, Inc. manage?**
Sheller Wealth Management, Inc. reports $68,249,074 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (99% discretionary).

**What types of clients does Sheller Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (130); high net worth individuals (44).

**Does Sheller Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289794

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $68,249,074
- Discretionary: $67,863,867
- Non-discretionary: $385,207

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 130 | $29,646,484 |
| High net worth individuals | 44 | $36,888,558 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,713,766 |
| Charitable organizations | Fewer than 5 | $266 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (8 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- shellerfinancial.net
- Facebook @ShellerFinancial
- LinkedIn @sheller-financial-services

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sheller Wealth Management, Inc. (CRD 289794): Form ADV filing data as of October 2026.