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Colton Wealth Management

● SEC registered since 2024CRD 150486SEC# 801-129801Arcadia, CA
Export (members)
Reg. AUM
$135.1M
Employees
3
Accounts
268
Location
Arcadia, CA

Colton Wealth Management assets under management

Colton Wealth Management operates as an SEC-registered investment adviser based in Arcadia, CA. The firm has been registered since 2024. It reports $135.1 million in regulatory assets under management and employs 3 people.
www.coltonwealthmanagement.comView on SEC.gov ↗

Colton Wealth Management owners & executives

1 reported
NameTitleOwnershipSince
Scott Frederick Colton ControlChief Executive Officer, Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Colton Wealth Management manage?

Colton Wealth Management reports $135.1 million in regulatory assets under management on its Form ADV.

How many employees does Colton Wealth Management have?

Colton Wealth Management reports 3 employees.

Where is Colton Wealth Management located?

Colton Wealth Management is based in Arcadia, CA and has been SEC-registered since 2024.

Does Colton Wealth Management disclose fund performance?

Colton Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address148 E. Foothill Blvd, Suite 201, Arcadia, CA 91006
Phone626-726-4203
Fax626-726-4199
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$135.1M
Non-discretionary$0
Total (RAUM)$135.1M