# Paycheck to Wealth, LLC

> Paycheck to Wealth, LLC is a state-registered investment advisory firm in Southfield, MI, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated January 5, 2026.

- CRD: 312578
- Filed as: PAYCHECK TO WEALTH, LLC
- Legal name: Shelmon, William, James JR.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Southfield, MI
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312578
- AdvisorCensus page: https://advisorcensus.com/firm/paycheck-to-wealth-llc-southfield-mi-312578

## Quick answers

**How is Paycheck to Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Paycheck to Wealth, LLC reports these compensation arrangements: hourly charges; subscription fees (for a newsletter or periodical). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Paycheck to Wealth, LLC located?**
Paycheck to Wealth, LLC's principal office is in Southfield, MI, according to its Form ADV.

**Is Paycheck to Wealth, LLC registered with the SEC or a state?**
Paycheck to Wealth, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312578.

**What types of clients does Paycheck to Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Paycheck to 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/312578

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Subscription fees (for a newsletter or periodical)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $0 |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paychecktowealth.com
- Facebook @Paycheck2Wealth
- Instagram @paychecktowealth
- LinkedIn @paychecktowealth
- X @Paycheck2Wealth
- YouTube @paychecktowealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paycheck to Wealth, LLC (CRD 312578): Form ADV filing data as of October 2026.