SHELTON WEALTH MANAGEMENT, LLC

SHELTON WEALTH MANAGEMENT, LLC of FORT WORTH, TX is an SEC-registered investment adviser (CRD 312686). Regulatory assets under management: $364.5M.

Registration

• CRD: 312686
• SEC file number: 801-120423
• Type: Registered investment adviser
• Location: 100 THROCKMORTON STREET, SUITE 300, FORT WORTH, TX, 76102
• Phone: (817) 415-2877
• Latest filing: 2026-03-10
• Regulatory AUM: $364.5M
• Discretionary AUM: $307.4M
• Non-discretionary AUM: $57.0M
• Clients: 4
• Accounts: 477

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312686 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search