| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Keith Shelton Control | Partner | 50-75% | 2021 |
| John Justin Fulmer | Vice President And Chief Compliance Officer | Under 5% | 2022 |
| Samuel Tucker Shelton Control | Partner | 25-50% | 2021 |
Shelton Wealth Management, LLC reports $323.2 million in regulatory assets under management on its Form ADV.
Shelton Wealth Management, LLC reports 4 employees.
Shelton Wealth Management, LLC is based in Fort Worth, TX and has been SEC-registered since 2021.
Shelton Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Throckmorton Street, Suite 300, Fort Worth, TX 76102 |
| Phone | (817) 415-2877 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $281.7M |
| Non-discretionary | $41.5M |
| Total (RAUM) | $323.2M |