Shelton Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 10, 2026, reports $364M in regulatory assets under management, 4 employees, and 477 accounts.
Assets Under Management
$364M
Employees
4
Offices
--
Total Clients
155
Primary office
FORT WORTH, TX
100 THROCKMORTON STREET, SUITE 300, FORT WORTH, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.7% of total clients.
Top client categories% of clientsClients
1
HNWI
58.7%
91
2
Individuals
41.3%
64
Categories with <5 clients
Charitable Organizations<5 clients
LLC<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$364Mas of March 10, 2026
Discretionary84.4%
$307M
84% of total RAUM84.4%
Non-discretionary15.6%
$57M
16% of total RAUM15.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$364M
Total Accounts477
10Y AUM Change+$364M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee39:1
10Y Employee Change+1 (+33.3%)
* 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.