Matthew Ward Frazier
Investment adviser representative at Shelter Wealth Strategies, LLC
10 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
10 years in the industry.
- Shelter Wealth Strategies, LLCJun 2026 to now
- Strategic Financial Group - A Massmutual FirmMay 2024 to now
- Matthew W. Frazier, PcFeb 2024 to now
- Legal Med Review, LLCJul 2021 to now
- Sage Settlement Consulting, LLC (f/k/a the Settlement Alliance)Jan 2016 to now
- Archer Systems, LLCJan 2016 to Apr 2024
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5642433
- Firm CRD
- 170655