Shelter Wealth Strategies, LLC
● SEC registered since 2026CRD 170655SEC# 801-135465Houston, TX
Reg. AUM
$144.1M
Employees
9
Accounts
38
Location
Houston, TX
Shelter Wealth Strategies, LLC assets under management
Shelter Wealth Strategies, LLC is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2026. It reports $144.1 million in regulatory assets under management and employs 9 people.
Shelter Wealth Strategies, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryant Boston | Cco | Under 5% | 2026 |
| Hfb Holdings, LLC Control | Holding Company Of Shelter Wealth Strategies, Llc | Over 75% | 2025 |
| Scott Hamilton Freeman Control | Co-Chairman Of Hfb Holdings, Llc | Under 5% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Shelter Wealth Strategies, LLC manage?
Shelter Wealth Strategies, LLC reports $144.1 million in regulatory assets under management on its Form ADV.
How many employees does Shelter Wealth Strategies, LLC have?
Shelter Wealth Strategies, LLC reports 9 employees.
Where is Shelter Wealth Strategies, LLC located?
Shelter Wealth Strategies, LLC is based in Houston, TX and has been SEC-registered since 2026.
Does Shelter Wealth Strategies, LLC disclose fund performance?
Shelter Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1400 Post Oak Blvd, Suite 450, Houston, TX 77056 |
| Phone | 713-620-8500 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$144.1MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$144.1Mregulatory AUM
Discretionary $144.1M