Shelton Wealth Management, LLC
● SEC registered since 2021CRD 312686SEC# 801-120423Fort Worth, TX
Reg. AUM
$364.5M
Employees
4
Accounts
477
Location
Fort Worth, TX
Shelton Wealth Management, LLC assets under management
Shelton Wealth Management, LLC operates as an SEC-registered investment adviser based in Fort Worth, TX. The firm has been registered since 2021. It reports $364.5 million in regulatory assets under management and employs 4 people.
Shelton Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Keith Shelton Control | Partner | 50-75% | 2021 |
| John Justin Fulmer | Vice President And Chief Compliance Officer | Under 5% | 2022 |
| Samuel Tucker Shelton Control | Partner | 25-50% | 2021 |
Frequently asked questions
How much does Shelton Wealth Management, LLC manage?
Shelton Wealth Management, LLC reports $364.5 million in regulatory assets under management on its Form ADV.
How many employees does Shelton Wealth Management, LLC have?
Shelton Wealth Management, LLC reports 4 employees.
Where is Shelton Wealth Management, LLC located?
Shelton Wealth Management, LLC is based in Fort Worth, TX and has been SEC-registered since 2021.
Does Shelton Wealth Management, LLC disclose fund performance?
Shelton Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Throckmorton Street, Suite 300, Fort Worth, TX 76102 |
| Phone | (817) 415-2877 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$364.5M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$364.5Mregulatory AUM
Discretionary $307.4MNon-discretionary $57M