Adviser Profile
| As of Date | 03/04/2026 |
| Registration status | Registration Changed to SHELTER WEALTH STRATEGIES, LLC |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 144,141,193 |
| of that, discretionary | 144,141,193 |
| Number of Employees | 9 350% |
| of those in investment advisory functions | 8 300% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,793,189 |
| % High Net Worth | 71.05% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds