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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COLTON, SCOTT, FREDERICK | I | CCO | E | Control |
| COLTON, SCOTT, FREDERICK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| COLTON, SCOTT, FREDERICK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| COLTON, SCOTT, FREDERICK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| COLTON, SCOTT, FREDERICK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 29, 2025 REGISTERED
Notice Filings (1)
CA
Address
148 E. FOOTHILL BLVDSUITE 201
ARCADIA, CA 91006
United States
Phone: 626-726-4203