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SHELTON WEALTH MANAGEMENT, LLC
CRD 312686File 801-120423
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$364.5M
Below cohort median (national)
Discretionary AUM
$307.4M
Non-discretionary $57.0M
Clients
155
477 accounts
Employees
4
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 3, 2021
- Principal office
- 100 THROCKMORTON STREET, SUITE 300, FORT WORTH, TX, 76102
- Phone
- (817) 415-2877
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $364.5M
- Discretionary AUM
- $307.4M
- Non-discretionary AUM
- $57.0M
- Discretionary accounts
- 314
- Non-discretionary accounts
- 163
- Total accounts
- 477
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $789K |
| High net worth individuals | 91 | $340.1M |
| Individuals (other than high net worth individuals) | 64 | $23.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.