Sheller Wealth Management, Inc.
Sheller Wealth Management, Inc. (CRD# 289794) is a financial advisory firm headquartered in Troy, MO. They manage $47,274,847 in 229 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Sheller Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management47MILLION
-
Total Number of Accounts229ACCOUNTS
-
Average Account Value$206,440
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO, TX
Financial Advisors at Sheller Wealth Management, Inc.
1
Ashley Arnold (CRD# 6594566) is an Investment Advisor Representative working at Sheller Wealth Management, Inc. in Troy, MO and has over 7 years of experience in the finance industry.
2
Gary Sheller (CRD# 1476642) is an Investment Advisor Representative working at Sheller Wealth Management, Inc. in Troy, MO and has over 35 years of experience in the finance industry.
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