Every new California business filing, every dayShelter Island Wealth Management
CORTLAND GRAY, Registered Agent
Shelter Island Wealth Management is a financial advisory firm in San Diego, CA, offering portfolio management and retirement planning services. The company's advisors, Cory Gray and Kristi Gray, are associated with LPL Financial. The website provides information on services, team, and contact details.
Filed December 11, 2025 · San Diego, CA · San Diego County
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California Secretary of State (bizfile Online) · Entity B20250417981 · Retrieved May 13, 2026
About Shelter Island Wealth Management
Shelter Island Wealth Management LLC filed in California on December 11, 2025, as a wealth management firm based in San Diego. Owner CORTLAND GRAY filed personally as the registered agent. The domain was registered 46 days after the filing, on January 26, 2026, through GoDaddy, and the site was built with FMG Suite. We first saw the business 153 days after filing, on May 13, 2026. No annual report or EIN on file yet. We estimate the company's revenue range is $100K-$1M and its employee range is 1-5, with a brick-and-mortar footprint. The website is modern and built with FMG Suite.
- Domain registered 46 days after the filing date, suggesting a post-filing setup.
- Owner CORTLAND GRAY filed personally as the registered agent.
- We estimate revenue of $100K-$1M and 1-5 employees.
- Website built with FMG Suite and assessed as modern.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.
One of 315 new businesses registered in San Diego in December 2025, one of 3 financial consulting businesses.
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Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was Shelter Island Wealth Management registered?
Shelter Island Wealth Management was registered as LLC on December 11, 2025 in California.
Where is Shelter Island Wealth Management located?
Shelter Island Wealth Management is based in San Diego, CA, 92106, in San Diego County.
What type of business is Shelter Island Wealth Management?
Shelter Island Wealth Management is classified as a financial consulting business (wealth management).
Does Shelter Island Wealth Management have an EIN on file?
No EIN was found on file for Shelter Island Wealth Management at the time of registration.
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