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Shelter 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
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See how it worksAbout Shelter Island Wealth Management
Shelter Island Wealth Management is a financial consulting business (LLC) registered on December 11, 2025 with the California Division of Corporations. The business is located in San Diego, California 92106. The record lists CORTLAND GRAY as Registered Agent.
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Filing Details
Entity NameShelter Island Wealth Management LLC
Entity TypeLLC
Entity NumberB20250417981
Filing DateDecember 11, 2025
Principal AddressLocked
City / State / ZipSan Diego, CA 92106
EIN on FileNo
Registered AgentCORTLAND GRAY
Verified Business Profile
SubcategoryWealth Management
Contact Information
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Verified Website Profile
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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.
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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