LP Profile

Shelton Wealth Management

Also known as shelton wealth

Wealth ManagerFort Worth, United StatesFounded 2021
$277M
Assets Under Management
Fort Worth
Headquarters
Investment Focus

About Shelton Wealth Management

Learn about our comprehensive wealth management services for families, plan for the future and reach your goals today. Visit us at SheltonWealth.com.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Shelton Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$364.5M
Total Clients
477
Filing Date
March 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Shelton Wealth Management?

Shelton Wealth Management is a wealth manager based in Fort Worth, United States, managing approximately $277M in assets.

Where is Shelton Wealth Management headquartered?

Shelton Wealth Management is headquartered in Fort Worth, United States.

How much does Shelton Wealth Management manage?

Shelton Wealth Management manages approximately $277M in assets under management.

When was Shelton Wealth Management founded?

Shelton Wealth Management was founded in 2021.

How can I contact Shelton Wealth Management?

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