Family OfficeRIA · CRD 289794SEC-Registered

Updated:

Sheller Wealth Management

SHELLER WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in TROY, MO. The firm manages $68 million in assets on a discretionary basis.

Sheller Wealth Management

SHELLER WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in TROY, MO. The firm manages $68 million in assets on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What is known about Sheller Wealth Management's principals?

No principals are publicly disclosed. Regulatory filings and business registries do not name any individual associated with the firm in a leadership or ownership capacity. Without a website or LinkedIn presence, the individuals behind Sheller Wealth Management remain entirely private.

Does Sheller Wealth Management have a website or public investment track record?

No. The firm maintains no website and has no public investment track record in deal announcements, limited-partner disclosures, or cap tables. There is no evidence of direct investments, fund commitments, or co-investment activity in the public domain.

Is Sheller Wealth Management a single-family office or a registered investment advisor?

The regulatory classification is unclear from public records. Limited database entries list the firm as 'Unclassified' within wealth management, which could indicate a family-office structure, a closely held RIA, or a private investment vehicle. Without direct disclosure from the principals, the precise structure cannot be confirmed.

Where is Sheller Wealth Management located?

No physical address or geographic base is publicly available. Business registries and financial databases do not list a headquarters location or additional offices. The absence of even a city-level disclosure is consistent with the firm's overall posture of complete privacy.

What might explain Sheller Wealth Management's total absence of public information?

The most plausible explanation is that the entity manages legacy wealth for a single family that has no need to attract outside capital, solicit clients, or build a public brand. Some family offices established decades ago never migrated to digital platforms and operate entirely through trusted professional networks. Alternatively, the firm may be a small advisory practice built around a single client relationship with strict confidentiality constraints.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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