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301 Headwater Hfb Holdings, LLC

Managing MemberShelter Wealth Strategies, LLC

About 301 Headwater Hfb Holdings, LLC

301 Headwater Hfb Holdings, LLC is listed as Managing Member at Shelter Wealth Strategies, LLC in Houston, TX. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Shelter Wealth Strategies, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does 301 Headwater Hfb Holdings, LLC work?

301 Headwater Hfb Holdings, LLC is listed as Managing Member at Shelter Wealth Strategies, LLC on SEC Form ADV.

How much of Shelter Wealth Strategies, LLC does 301 Headwater Hfb Holdings, LLC own?

Form ADV reports a beneficial ownership band of 50-75%.

Shelter Wealth Strategies, LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2025