SHELTON WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$364,466,175
Discretionary
$307,441,024
Non-discretionary
$57,025,151
Firm details
- CRD number
- 312686
- SEC file number
- 801-120423
- Main office
- FORT WORTH, TX, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.sheltonwealth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.