# Shellman Wealth

> Financial account access and advisor communication tool. (iPhone/iPad app by SHELLMAN SA.)

- Source: https://appshunter.io/ios/app/shellman-wealth/id1484508481 (this page in markdown: same URL + `.md`)
- Developer: [SHELLMAN SA](https://appshunter.io/developer/1484508480)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2019-10-22
- Data updated: 2026-06-11
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/shellman-wealth/id1484508481/reviews.md

## What is Shellman Wealth?

La app te permite acceder a la informacion de tus cuentas, recibir reportes y contactarte con tu asesor de manera directa.

## Key features

- Account information access
- Report delivery
- Direct advisor contact
- Personalized support


## Frequently asked questions about Shellman Wealth

### What can I do with Shellman Wealth?

Shellman Wealth allows you to access your account information, receive financial reports, and communicate directly with your financial advisor for personalized support.

### Is Shellman Wealth secure?

While specific security measures are not detailed, financial apps typically employ industry-standard encryption and security protocols to protect user data. It is recommended to review the app's privacy policy for detailed information.

### What financial institutions does Shellman Wealth support?

The provided information does not specify which financial institutions are supported by Shellman Wealth. Users should check within the app or contact the developer for a list of compatible institutions.

### Can I view transaction history in Shellman Wealth?

The app allows access to account information and reports, which may include transaction history. For precise details on transaction viewing capabilities, users should explore the app's interface or consult the developer.

### How often is Shellman Wealth updated?

Shellman Wealth was last updated on May 29, 2025, indicating active development and maintenance. This suggests regular updates to improve functionality and security.

### What devices can I use Shellman Wealth on?

Shellman Wealth is available for iPhone, iPad, and iPod devices, supporting the iOS ecosystem.

### What is the user sentiment for Shellman Wealth?

Shellman Wealth has a perfect 5.0-star rating from 2 reviews, indicating very positive user sentiment based on the available data.

### Does Shellman Wealth have ads?

No, Shellman Wealth does not contain advertisements. The app is free to download and use without any ad interruptions.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-04-01

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-07

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.5 — 2024-01-27

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-11.*