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SHELTER WEALTH STRATEGIES, LLC
CRD 170655File 801-135465
APPROVED
Retail clients
Custody
Filing as of Jun 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$144.1M
Bottom 25% of cohort (national)
Discretionary AUM
$144.1M
Clients
38
38 accounts
Employees
9
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 2, 2026
- Principal office
- 1400 POST OAK BLVD, SUITE 450, HOUSTON, TX, 77056
- Phone
- 713-620-8500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $144.1M
- Discretionary AUM
- $144.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 38
- Non-discretionary accounts
- 0
- Total accounts
- 38
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $2.4M |
| High net worth individuals | 27 | $140.1M |
| Individuals (other than high net worth individuals) | 9 | $1.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.