John Houghton Dudek
Investment adviser representative at Shelter Wealth Strategies, LLC
18 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
18 years in the industry.
- Shelter Wealth Strategies, LLCMay 2026 to now
- Jmjj Insurance Services, Inc.May 2023 to now
- Alkeme Insurance Services, Inc.May 2017 to May 2023
- William J. King & Associates, Inc.Feb 2008 to May 2017
Exams passed
No exams in this record.
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
- 8273339
- Firm CRD
- 170655