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Building 2SHELTON WEALTH MANAGEMENT, LLC

Map pinFORT WORTH, TX
Phone(817) 415-2877
NotebookSEC #801-120423
Total AUM
$364.5M
Employees
4
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 THROCKMORTON STREET
SUITE 300
FORT WORTH
TX 76102
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(817) 415-2877

ReceiptFinancials

Total AUM
$364.5M
Accounts
477
Discretionary
$307.4M
Accounts
314
Non-Discretionary
$57M
Accounts
163

ContactClients

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Individual Clients
64
AUM
$23.3M
HNW Individual Clients
91
AUM
$340.1M
Charitable Organization Clients
1
AUM
$788.8K
Other Clients
1
AUM
$267.9K
Description of Other Clients
LLC

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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