Josh Travis Farmer
Investment adviser representative at Shelter Wealth Strategies, LLC
11 yearsExperience
1 stateRegistered in
$144.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Shelter Wealth Strategies, LLCMay 2026 to now
- Sage Settlement ConsultingOct 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Shelter Wealth Strategies, LLC
$144.1MAssets managed
38Clients
16Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4638987
- Firm CRD
- 170655