RIA Intel›Advisers›Missouri›SHELLER WEALTH MANAGEMENT, INC.

SHELLER WEALTH MANAGEMENT, INC.

Advisory

TROY, MO

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in MO

#297

of 342 advisers by AUM

Average account

$242K

across 282 accounts

AUM per adviser

$34M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$68M

Discretionary %

99.4%

Clients

174

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$68M

Discretionary AUM$68M

Non-Discretionary AUM$385K

Discretionary %99.4%

Total Clients174

Team

Total Employees3

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InMO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

174 clients

44 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

SCHNELL FINANCIAL GROUP, LLC

SEDALIA, MO

$67M

KILCULLIN FINANCIAL LIFE PLANNING, LLC

$66M

YOUR WEALTH MATTERS LLC

ST. LOUIS, MO

$71M

BALDWIN WEALTH MANAGEMENT, LLC

ST. LOUIS, MO

$71M

SIGMA ADVISORS, LLC

$65M

RISE CONSULTING, LLC

LEE'S SUMMIT, MO

$72M

Get the full picture on SHELLER WEALTH MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SHELLER WEALTH MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans