Shelby Wealth Management

Shelby Wealth Management (CRD# 127389) is a financial advisory firm headquartered in Albuquerque, NM. They manage $4,208,055 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $135,744
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NM

Financial Advisors at Shelby Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Bruce S. Fillpot
CRD#: 2164455
Albuquerque, NM
93
Wealthminder
score

Bruce Fillpot (CRD# 2164455) is an Investment Advisor Representative working at Shelby Wealth Management in Albuquerque, NM and has over 26 years of experience in the finance industry.

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