SHELTER WEALTH STRATEGIES, LLC

RIASEC RegisteredEst. 2026

Total AUM

$144M

Discretionary

$144M

100% of AUM

Avg account

$3.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 170655
Registered since: March 2, 2026
Website: www.shelterwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Other
Client types: HNWI97.22%
Corporations / Businesses1.67%
Individuals1.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Shelter Wealth Strategies, LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm is described as a capital allocator that provides financial planning and portfolio management for individuals, small businesses, and institutions, and it also performs selection of other advisers. Fee arrangements include a percentage-of-AUM component and other fee structures. The snapshot lists an SEC registration year of 2026 and notes an ownership mix of domestic entity and individual. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser; it also has an affiliation with an insurance company.