Shelter Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 10, 2026, reports $144M in regulatory assets under management, 9 employees, 4 offices, and 38 accounts.
Assets Under Management
$144M
Employees
9
Offices
4 offices
Total Clients
38
Primary office
HOUSTON, TX
1400 POST OAK BLVD, SUITE 450, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.1% of total clients.
Top client categories% of clientsClients
1
HNWI
71.1%
27
2
Individuals
23.7%
9
3
Corporations
5.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$144Mas of March 10, 2026
Discretionary100.0%
$144M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$144M
Total Accounts38
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee4:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.