Updated November 20, 2023
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Shelton Wealth Management, LLC

Investment Advisor Firm
Total assets under management$238M
Years in business3+

About Shelton Wealth Management, LLC

Shelton Wealth Management, LLC is a financial advisory company that was established in 2021. The firm aims to offer clients the personalized relationship they desire from an advisor, along with the necessary products and services to achieve their financial goals. With the help of industry-leading partners, extensive combined experience, and a solid commitment to client success, SWM strives to provide affluent families with the confidence that their aspirations can become a reality.

Operating as a registered investment advisory (RIA) firm, SWM adheres to the fiduciary standard, widely regarded as the highest in the industry. This standard mandates that the company prioritize its clients' interests above all else. The directors at Shelton Wealth Management not only expect their advisors to uphold this standard but also willingly comply with it themselves.

SWM invites individuals to experience wealth management as it should be. By focusing on building personalized relationships and delivering tailored solutions, the firm aims to create an approachable and effective environment for clients seeking comprehensive financial guidance.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization

More about Shelton Wealth Management, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
3126862

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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