Shelton Wealth Management, LLC
SEC RegisteredCUSTOM WEALTH MANAGEMENT FOR A LASTING LEGACY
About the firm
Formed in May 2021, Shelton Wealth Management is a Registered Investment Advisory (RIA) firm that seeks to provide clients the personalized relationship they desire from an advisor, with the products and services they need to make their financial goals a reality. As a fiduciary firm, SWM is held to the industry's highest standard, requiring it to put clients' interests above all others. The firm serves wealthy families with customized wealth management strategies built on decades of combined experience and industry-leading partners.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Estate & Inheritance Planning, Philanthropy Services, Education & College Savings, Retirement Planning, and Tax & Risk Management. Services include custom portfolio construction, disciplined risk management, ongoing performance review and adjustment, and transparent fiduciary-level advice.
Who they serve
High-net-worth individuals and families, including multi-generational families managing significant wealth, those planning for retirement or generational transfer, and individuals who have recently sold a business.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 64 | $23M |
| High Net Worth Individuals | 91 | $340M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $500,000 | 1.75% |
| Next $500,000 | 1.50% |
| Next $4,000,000 | 1.25% |
| Above $5,000,000 | 0.00% |
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shelton Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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