SEC Form ADV

SHELTON WEALTH MANAGEMENT, LLC

Registered Investment AdviserTX
$364.5M
Assets Under Management
477
Total Clients
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Registration Details

Accession
CRD-312686
Location
FORT WORTH, TX
Filing Date
March 10, 2026
AUM
$364.5M
Total Clients
477
Amendment
No

About this Adviser

SHELTON WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in FORT WORTH, TX, managing approximately $364.5M in assets across 477 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.