SHELTER WEALTH STRATEGIES, LLC
SEC RegisteredBuilding Your Financial Future
About the firm
Shelter Wealth Strategies helps individuals and families confidently navigate financial change, specializing in care, guidance, and long-term financial planning for the unique needs of personal injury victims. As an independent firm, they provide clear advice, custom solutions, and unwavering support through major life changes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, wealth management, legal settlement planning, retirement planning, education and estate planning, debt reduction, emergency fund creation, insurance and annuity guidance, trust and estate planning, and investment strategies.
Who they serve
Individuals and families navigating major life changes, with a specialization in personal injury victims and those receiving legal settlements or unexpected wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 9 | $1.6M |
| High Net Worth Individuals | 27 | $140M |
38 total clients reported on Form ADV.
Office locations
Advisors at this firm
17 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1M | 1.50% |
| Next $4M | 1.25% |
| Over $5M | 1.00% |
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SHELTER WEALTH STRATEGIES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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