Shelton Wealth Management, LLC
Shelton Wealth Management, LLC is an SEC-registered wealth manager in Fort Worth, TX with $364.5M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Shelton Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312686, SEC 801-120423, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $364.5M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Fort Worth, TX
- Employees
- 4
- Clients
- 155
- CRD
- 312686
- Ownership
- SHELTON, BRIAN, KEITH; SHELTON, SAMUEL, TUCKER; FULMER, JOHN, JUSTIN
How much AUM does Shelton Wealth Management, LLC have?
Shelton Wealth Management, LLC reported $364.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Shelton Wealth Management, LLC?
Disclosed owners and executives of Shelton Wealth Management, LLC include SHELTON, BRIAN, KEITH, SHELTON, SAMUEL, TUCKER, FULMER, JOHN, JUSTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.