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SHELTON WEALTH MANAGEMENT, LLC
SHELTON WEALTH MANAGEMENT, LLC
FORT WORTH, Texas
·
3 registered advisors
·
CRD# 312686
SEC# 801-120423
0
(817) 415-2877
01
Firm Overview
AUM
$291M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SHELTON WEALTH MANAGEMENT, LLC
3 registered advisors
Brian Keith Shelton
FORT WORTH, Texas
CRD# 1675310
John Justin Fulmer
FORT WORTH, Texas
CRD# 5775447
Samuel Tucker Shelton
FORT WORTH, Texas
CRD# 6096938
05
Office Locations
FORT WORTH, Texas
3 advisors
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Data sourced from SEC Form ADV filings. SHELTON WEALTH MANAGEMENT, LLC (CRD# 312686) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.