# Shelton Wealth Management, LLC

> Shelton Wealth Management, LLC is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 312686
- Filed as: SHELTON WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Worth, TX
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312686
- AdvisorCensus page: https://advisorcensus.com/firm/shelton-wealth-management-llc-fort-worth-tx-312686

## Quick answers

**How is Shelton Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Shelton Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Shelton Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Hourly rate: $400 an hour (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Shelton Wealth Management, LLC located?**
Shelton Wealth Management, LLC's principal office is in Fort Worth, TX, according to its Form ADV.

**Is Shelton Wealth Management, LLC registered with the SEC or a state?**
Shelton Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312686.

**How much does Shelton Wealth Management, LLC manage?**
Shelton Wealth Management, LLC reports $364,466,175 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (84% discretionary).

**How have Shelton Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Shelton Wealth Management, LLC: Regulatory assets under management: $263,459,348 in the October 2021 data and $364,466,175 in the October 2026 data, up 38%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Shelton Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (91); individuals (other than high net worth individuals) (64).

**Which custodians does Shelton Wealth Management, LLC use?**
Shelton Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Shelton Wealth Management, LLC 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/312686

**What changed in Shelton Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $323,198,503 to $364,466,175 (+13%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Hourly rate: $400 an hour (financial planning and/or consulting services)

> For stand-alone plans or services, fees for financial planning and/or consulting services are billed on an hourly or fixed rate in advance. Hourly fees generally range up to $400 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing 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: $364,466,175
- Discretionary: $307,441,024
- Non-discretionary: $57,025,151

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $23,260,911 |
| High net worth individuals | 91 | $340,148,587 |
| Charitable organizations | Fewer than 5 | $788,792 |
| Other | Fewer than 5 | $267,885 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sheltonwealth.com
- LinkedIn @shelton-wealth
- YouTube @sheltonwealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $263,459,348 | 3 | June 10, 2021 |
| October 2022 | $276,679,581 | 3 | June 9, 2022 |
| October 2023 | $238,195,922 | 3 | March 23, 2023 |
| October 2024 | $290,657,040 | 3 | May 6, 2024 |
| October 2025 | $323,198,503 | 4 | March 10, 2025 |
| October 2026 | $364,466,175 | 4 | March 10, 2026 |

Regulatory assets under management: $263,459,348 in the October 2021 data and $364,466,175 in the October 2026 data, up 38%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $323,198,503 to $364,466,175 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shelton Wealth Management, LLC (CRD 312686): Form ADV filing data as of October 2026.