SHELTER WEALTH STRATEGIES, LLC
SEC Form ADV profile.
Total regulatory AUM
$144,141,193
Discretionary
$144,141,193
Non-discretionary
$0
Firm details
- CRD number
- 170655
- SEC file number
- 801-135465
- Main office
- HOUSTON, TX, United States
- Employees
- 9
- SEC status
- Approved
- Website
- https://www.shelterwealth.com/
- Fee structure
-
Percentage of AUM Other
As of November 2026.