{
  "crd_number": 150486,
  "slug": "colton-wealth-management-arcadia-ca-150486",
  "primary_business_name": "COLTON WEALTH MANAGEMENT",
  "legal_name": "COLTON WEALTH MANAGEMENT",
  "dbas": [],
  "city": "Arcadia",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-04",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-02-12",
  "carried_forward": false,
  "raum_total": 135073498.0,
  "raum_discretionary": 135073498.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 38983399.0,
      "count": 70
    },
    "pension_profit_sharing": {
      "raum": 2387170.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 93702929.0,
      "count": 37
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://coltonwealthmanagement.com",
    "https://coltonwm.com",
    "https://feeonlynetwork.com/financial-advisor/scott-colton",
    "https://linkedin.com/company/colton-wealth-management",
    "https://yelp.com/biz/colton-wealth-management-arcadia"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150486",
  "city_as_filed": "ARCADIA",
  "url": "https://advisorcensus.com/firm/colton-wealth-management-arcadia-ca-150486",
  "display_name": "Colton Wealth Management",
  "summary": "Colton Wealth Management is an SEC-registered investment advisory firm in Arcadia, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.",
  "citation": "AdvisorCensus. Colton Wealth Management (CRD 150486): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Colton Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Colton Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Colton Wealth Management located?",
      "a": "Colton Wealth Management's principal office is in Arcadia, CA, according to its Form ADV."
    },
    {
      "q": "Is Colton Wealth Management registered with the SEC or a state?",
      "a": "Colton Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 150486."
    },
    {
      "q": "How much does Colton Wealth Management manage?",
      "a": "Colton Wealth Management reports $135,073,498 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have Colton Wealth Management's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Colton Wealth Management: Regulatory assets under management: $107,158,518 in the October 2024 data and $135,073,498 in the October 2026 data, up 26%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Colton Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70); high net worth individuals (37); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Which custodians does Colton Wealth Management use?",
      "a": "Colton Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Colton Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150486"
    },
    {
      "q": "What changed in Colton Wealth Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $116,541,552 to $135,073,498 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 107158518.0,
      "total_employees": 2,
      "filing_date": "2024-05-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 116541552.0,
      "total_employees": 2,
      "filing_date": "2025-01-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 135073498.0,
      "total_employees": 3,
      "filing_date": "2026-02-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Regulatory assets under management went from $116,541,552 to $135,073,498 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/colton-wealth-management-arcadia-ca-150486.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 70,
      "fewer_than_5": false,
      "raum": 38983399.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 37,
      "fewer_than_5": false,
      "raum": 93702929.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 2387170.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150486",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}