Shelter Wealth Strategies, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

170655

SEC number

801-135465

Firm type

RIA

Assets under management

$144.1M as of Jun 10, 2026

Website

www.shelterwealth.com ↗

Phone

713-620-8500

Address

1400 Post Oak Blvd, Houston, TX, 77056

Advisors at this firm

16 in our index · page 1 of 1

• Therese-Marie CasementCRD 5612987 · Houston, TX
  IA Registered
• John Houghton DudekCRD 8273339 · Solana Beach, CA
  IA Registered
• Josh Travis FarmerCRD 4638987 · San Diego, CA
  IA Registered
• Matthew Ward FrazierCRD 5642433 · Houston, TX
  IA Registered
• Scott Hamilton FreemanCRD 4042980 · Houston, TX
  IA Registered
• Walker GilbertCRD 8044481 · Houston, TX
  IA RegisteredRegistration inactive
• David Amelio HartCRD 8278542 · Utica, NY
  IA Registered
• Daniel David HorowitzCRD 8220567 · Houston, TX
  IA Registered
• Donald Ray JowersCRD 6319570 · Beaumont, TX
  IA Registered
• Traci Lynn KaasCRD 5640507 · Newport Beach, CA
  IA RegisteredBroker
• David Allen LesserCRD 8288490 · Westlake Village, CA
  IA Registered
• Christopher John MeehanCRD 5546345 · Houston, TX
  IA RegisteredRegistration inactive
• Sidney Lorrainne OverbyCRD 8069847 · Houston, TX
  IA Registered
• Hanson Douglas StreetCRD 5924153 · Houston, TX
  IA RegisteredRegistration inactive
• Paul SalehCRD 7340456 · Houston, TX
  IA Registered
• Andrew Charles WilsonCRD 4790618 · Houston, TX
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.