Shelter Wealth Strategies, LLC: new SEC registration, $144M AUM, Houston, TX
Shelter Wealth Strategies, LLC (Houston, Texas): new SEC registration, $144M AUM, Houston, TX. Its amount of 144 is above the median of 134 (54th percentile). Dated 247 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 144 · 54th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Shelter Wealth Strategies, LLC |
| Legal name | Shelter Wealth Strategies, LLC |
| CRD | 170655 |
| Status | Approved |
| Registered with the SEC | 2026-03-02 |
| Latest Form ADV filing | 2026-06-10 |
| Location | Houston, TX, United States |
| Regulatory AUM | $144,141,193 |
| Accounts | 38 |
| Employees | 9 |
| Website | https://www.shelterwealth.com/ |
| amount percentile | 54th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (86 TX records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-02
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Shelter Wealth Strategies, LLC and 86 Texas peers
- Texas NewRiaPulse records like this one: 86
- Shelter Wealth Strategies, LLC's amount: 54th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $144M under management.
- Website on file.
What is the NewRiaPulse record for Shelter Wealth Strategies, LLC in Houston, Texas?
Shelter Wealth Strategies, LLC received SEC registration as an investment adviser (2026-03-02) with $144,141,193 in regulatory assets under management, based in Houston, TX.
How does Shelter Wealth Strategies, LLC compare to other Texas NewRiaPulse records?
Its amount of 144 sits in the upper half (54th percentile) of 1,149 records; the median is 134. It is 247 days old; check the official source for later updates before acting.
Shelter Wealth Strategies, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Shelter Wealth Strategies, LLC | Houston, TX | 144 | 54th | 2026-03-02 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.