# SHELTER WEALTH STRATEGIES, LLC

SHELTER WEALTH STRATEGIES, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 170655
- Type: SEC-registered investment adviser
- SEC file number: 801-135465
- Location: 1400 POST OAK BLVD, SUITE 450, HOUSTON, TX, 77056
- Phone: 713-620-8500
- Latest filing: 2026-06-10
- Regulatory AUM: $144.1M
- Discretionary AUM: $144.1M
- Clients: 9
- Accounts: 38

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Scott Hamilton Freeman | CO-CHAIRMAN OF HFB HOLDINGS, LLC; MANAGING MEMBER | — |
| Therese-Marie Casement | DIRECTOR OF OPERATIONS | — |
| Bryant Boston | CCO | Clermont, FL |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170655/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170655/similar
- Related entities: https://search.stillhousedata.com/firm/170655/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170655

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.