Colton Wealth Management
● SEC registered since 2024CRD 150486SEC# 801-129801Arcadia, CA
Reg. AUM
$135.1M
Employees
3
Accounts
268
Location
Arcadia, CA
Colton Wealth Management assets under management
Colton Wealth Management operates as an SEC-registered investment adviser based in Arcadia, CA. The firm has been registered since 2024. It reports $135.1 million in regulatory assets under management and employs 3 people.
Colton Wealth Management owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Frederick Colton Control | Chief Executive Officer, Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Colton Wealth Management manage?
Colton Wealth Management reports $135.1 million in regulatory assets under management on its Form ADV.
How many employees does Colton Wealth Management have?
Colton Wealth Management reports 3 employees.
Where is Colton Wealth Management located?
Colton Wealth Management is based in Arcadia, CA and has been SEC-registered since 2024.
Does Colton Wealth Management disclose fund performance?
Colton Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 148 E. Foothill Blvd, Suite 201, Arcadia, CA 91006 |
| Phone | 626-726-4203 |
| Fax | 626-726-4199 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$135.1M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$135.1Mregulatory AUM
Discretionary $135.1M