# Felton Wealth, LLC

> Felton Wealth, LLC is a state-registered investment advisory firm in Wheeling, WV, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 344499
- Filed as: FELTON WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wheeling, WV
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/344499
- AdvisorCensus page: https://advisorcensus.com/firm/felton-wealth-llc-wheeling-wv-344499

## Quick answers

**How is Felton Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Felton Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Felton Wealth, LLC located?**
Felton Wealth, LLC's principal office is in Wheeling, WV, according to its Form ADV.

**Is Felton Wealth, LLC registered with the SEC or a state?**
Felton Wealth, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 344499.

**How much does Felton Wealth, LLC manage?**
Felton Wealth, LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 22, 2026.

**Does Felton Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/344499

**What changed in Felton Wealth, LLC's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with a state securities regulator.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- feltonwealth.com
- Facebook facebook.com
- LinkedIn @felton-wealth

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with a state securities regulator.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Felton Wealth, LLC (CRD 344499): Form ADV filing data as of October 2026.