# Colton Wealth Management

> 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.

- CRD: 150486
- Filed as: COLTON WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Arcadia, CA
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150486
- AdvisorCensus page: https://advisorcensus.com/firm/colton-wealth-management-arcadia-ca-150486

## Quick answers

**How is Colton Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Colton Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Colton Wealth Management located?**
Colton Wealth Management's principal office is in Arcadia, CA, according to its Form ADV.

**Is Colton Wealth Management registered with the SEC or a state?**
Colton Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 150486.

**How much does Colton Wealth Management manage?**
Colton Wealth Management reports $135,073,498 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**How have Colton Wealth Management's assets and staff changed since 2024?**
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.

**What types of clients does Colton Wealth Management serve?**
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).

**Which custodians does Colton Wealth Management use?**
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.

**Does Colton Wealth Management report any disciplinary disclosures?**
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

**What changed in Colton Wealth Management's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $135,073,498
- Discretionary: $135,073,498
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $38,983,399 |
| High net worth individuals | 37 | $93,702,929 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,387,170 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coltonwealthmanagement.com
- coltonwm.com
- feeonlynetwork.com/financial-advisor/scott-colton
- yelp.com/biz/colton-wealth-management-arcadia
- LinkedIn @colton-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $107,158,518 | 2 | May 24, 2024 |
| October 2025 | $116,541,552 | 2 | January 29, 2025 |
| October 2026 | $135,073,498 | 3 | February 12, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $116,541,552 to $135,073,498 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Colton Wealth Management (CRD 150486): Form ADV filing data as of October 2026.