Shelter Wealth Strategies
Shelter Wealth Strategies LLC Finance iPhoneiPadiPod touch
Shelter Wealth Strategies is a free Finance app for iPhone and iPad by Shelter Wealth Strategies LLC. Requires iOS 15.6. Updated February 2, 2026.
- Price
- Free
- on the App Store
- Size
- 61 MB
- Age 4+
- Updated
- Feb 2
- 2026 · v5.22.1
Screenshots
About Shelter Wealth Strategies
This mobile app allows you to access your Shelter Wealth Strategies account and financial planning tools. You must be a registered client to log in and access our tools.
What’s new
Version 5.22.1 · Updated February 2, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
App privacy
The developer, Shelter Wealth Strategies LLC, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Usage Data: Product Interaction
- Financial Info: Other Financial Info
- Contact Info: Email Address
- Identifiers: User ID, Device ID
- Diagnostics: Crash Data, Performance Data
Used for: Product Personalization, App Functionality, Other Purposes
Alternatives to Shelter Wealth Strategies
Looking for apps like Shelter Wealth Strategies? Here are 6 similar apps on the App Store. The highest rated is FAM Client Portal (5.0/5), and all 6 are free to download.
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Sentinel360
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FAM Client Portal
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Shelter Wealth Strategies | – | Free | February 2, 2026 | |
| Sentinel360 | – | Free | Jul 10, 2026 | Compare |
| FCB USA Business | – | Free | Sep 21, 2026 | Compare |
| Fielder Capital Mobile | – | Free | Jan 29, 2026 | Compare |
| FAM Client Portal | 5.0 / 5 (1) | Free | Jul 18, 2026 | Compare |
| Roscoe Bank Business | – | Free | Aug 18, 2026 | Compare |
| FSB of Roscoe | 3.3 / 5 (3) | Free | Aug 19, 2026 | Compare |