A complete list of active advisors currently associated with Shelton Wealth Management, LLC
Warmer can help you find a great advisor at Shelton Wealth Management, LLC or one who fits your needs even better.
Shelton Wealth Management is a registered investment adviser that managed approximately $364.5 million in regulatory assets as of December 31, 2025 and serves individuals, high‑net‑worth clients, trusts, businesses, corporations and institutions. The firm provides discretionary portfolio and wealth management, financial planning and consulting, and selects and monitors independent managers on behalf of clients. The firm builds written investment policy statements based on client cash‑flow needs, risk tolerance and time horizon, and emphasizes risk‑adjusted, tax‑efficient, and cost‑conscious asset allocation. Portfolio construction uses a mix of active and passive strategies across equities, fixed income, ETFs and mutual funds, and may include options strategies, alternative investments, interval funds, and exposures such as leveraged/inverse and cryptocurrency‑linked ETFs when appropriate. Shelton Wealth Management is notable among similar‑sized advisory teams for accepting investment company clients and for sponsoring a wrap fee program, both of which are uncommon for its peer group. It also maintains custodial and execution arrangements with Trade‑PMR/First Clearing that provide institutional trading and operational services (including occasional deposit‑matching promotions), and it incorporates third‑party managers and specialized, less liquid products into client solutions where suitability permits.
To learn more about the advisors currently working at Shelton Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Worth, TX
| 15
| |
Fort Worth, TX
| 38
| |
Fort Worth, TX
| 12
| |
Fort Worth, TX
| 4
|
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