Overview
Assets Under Management: $144 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 27
Average Client Assets: $5 million
Frequently Asked Questions
SHELTER WEALTH STRATEGIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170655), SHELTER WEALTH STRATEGIES, LLC is subject to fiduciary duty under federal law.
SHELTER WEALTH STRATEGIES, LLC is headquartered in HOUSTON, TX.
SHELTER WEALTH STRATEGIES, LLC serves 27 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, SHELTER WEALTH STRATEGIES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SHELTER WEALTH STRATEGIES, LLC manages $144 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, SHELTER WEALTH STRATEGIES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.22
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 38
Discretionary Accounts: 38
Regulatory Filings
CRD Number: 170655
Filing ID: 2046685
Last Filing Date: 2026-01-30 16:50:36