SHELTER WEALTH STRATEGIES, LLC

SHELTER WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in HOUSTON, TX, registered since 2026. The firm manages approximately $144 million in...

Overview

SHELTER WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in HOUSTON, TX, registered since 2026. The firm manages approximately $144 million in assets. It has 9 employees and 8 investment advisers.

linkedin.com/company/shelterwealthstrategies

General information

Firm type

RIA

Profile maintained by Altss. Updated: Oct 23, 2026. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Previous registered investment adviserOld Orchard Capital Management Next registered investment adviserRINAUDO CAPITAL, LLC

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