Shelter Wealth Strategies, LLC
Shelter Wealth Strategies, LLC is an SEC-registered wealth manager in Houston, TX with $144.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Shelter Wealth Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170655, SEC 801-135465, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $144.1M (2026-06-10)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 9
- Clients
- 38
- CRD
- 170655
- Ownership
- LKCM HEADWATER INVESTMENTS IV, L.P.; FREEMAN, SCOTT, HAMILTON; MAPLE VALLEY INVESTMENTS, LLC; 301 HEADWATER HFB HOLDINGS, LLC; CASEMENT, THERESE-MARIE
How much AUM does Shelter Wealth Strategies, LLC have?
Shelter Wealth Strategies, LLC reported $144.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Shelter Wealth Strategies, LLC?
Disclosed owners and executives of Shelter Wealth Strategies, LLC include LKCM HEADWATER INVESTMENTS IV, L.P., FREEMAN, SCOTT, HAMILTON, MAPLE VALLEY INVESTMENTS, LLC, 301 HEADWATER HFB HOLDINGS, LLC, CASEMENT, THERESE-MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.