Colton Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Arcadia, CA. Its latest Form ADV filing, dated February 12, 2026, reports $135M in regulatory assets under management, 3 employees, and 268 accounts.
Assets Under Management
$135M
Employees
3
Offices
--
Total Clients
109
Primary office
ARCADIA, CA
148 E. FOOTHILL BLVD, SUITE 201, ARCADIA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.2% of total clients.
Top client categories% of clientsClients
1
Individuals
64.2%
70
2
HNWI
33.9%
37
3
Pension Plans
1.8%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of February 12, 2026
Discretionary100.0%
$135M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$135M
Total Accounts268
10Y AUM Change+$28M (+26.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee36:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.