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SHELTON WEALTH MANAGEMENT, LLC
CRD 312686 · SEC 801-120423
100 THROCKMORTON STREET, SUITE 300, FORT WORTH, TX, 76102, United States
Phone
(817) 415-2877
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$364.5M
Discretionary AUM
$307.4M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $23.3M |
| High net worth individuals | 91 | $340.1M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD