PPrivate Fund Data Log in Join · $37/mo

Shelter Wealth Strategies, LLC

● SEC registered since 2026CRD 170655SEC# 801-135465Houston, TX
Export (members)
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.
www.shelterwealth.comView on SEC.gov ↗

Shelter Wealth Strategies, LLC owners & executives

9 reported
NameTitleOwnershipSince
Bryant BostonCcoUnder 5%2026
Hfb Holdings, LLC ControlHolding Company Of Shelter Wealth Strategies, LlcOver 75%2025
Scott Hamilton Freeman ControlCo-Chairman Of Hfb Holdings, LlcUnder 5%2014
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently 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

Address1400 Post Oak Blvd, Suite 450, Houston, TX 77056
Phone713-620-8500
Office hoursNot Applicable - Office Visits By Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$144.1M
Non-discretionary$0
Total (RAUM)$144.1M