# SHELTER WEALTH STRATEGIES, LLC

SHELTER WEALTH STRATEGIES, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/shelterwealthstrategies

## Regulatory record

- **CRD number:** 170655
- **SEC file number:** 801-135465
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170655

## About

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.

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- [Old Orchard Capital Management](https://altss.com/profile/old-orchard-capital-management-lp)
- [RINAUDO CAPITAL, LLC](https://altss.com/profile/rinaudo-capital-llc)

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Last updated: 2026-07-06T01:24:25.438Z

Canonical page: https://altss.com/profile/shelter-wealth-strategies-llc

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