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SHELTER WEALTH STRATEGIES, LLC
CRD 170655 · SEC 801-135465
1400 POST OAK BLVD, SUITE 450, HOUSTON, TX, 77056, United States
Phone
713-620-8500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$144.1M
Discretionary AUM
$144.1M
Team
9 total employees; 8 advisory reps; 38 broker-dealer reps
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.6M |
| High net worth individuals | 27 | $140.1M |
| Corporations/business entities | 2 | $2.4M |
States served
AL, CA, DE, IL, IN, LA, MD, MI, MN, NE, NY, OH, OR, PA, TX
All web addresses on file
Official SEC filing: View on IAPD