COLTON WEALTH MANAGEMENT
CRD #150486 SEC #801-129801 ARCADIA, CA 626-726-4203
SEC Registered
Total AUM
$116.5M
Discretionary
$116.5M
Employees
2
Clients
0
Accounts
264
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $116.5M | $116.5M | $0 | 2 | 0 |
| May 2024 | $107.2M | $107.2M | $0 | 2 | 0 |
| May 2024 | $107.2M | $107.2M | $0 | 2 | 0 |
| Apr 2024 | $107.2M | $107.2M | $0 | 2 | 0 |
| Feb 2024 | $107.2M | $107.2M | $0 | 2 | 0 |
DateJan 2025
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees2
Clients0