SHELTON WEALTH MANAGEMENT, LLC
CRD #312686 SEC #801-120423 FORT WORTH, TX (817) 415-2877
SEC Registered
Total AUM
$323.2M
Discretionary
$281.7M
Employees
4
Clients
0
Accounts
467
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $323.2M | $281.7M | $41.5M | 4 | 0 |
| Mar 2025 | $323.2M | $281.7M | $41.5M | 4 | 0 |
| May 2024 | $290.7M | $244.9M | $45.8M | 3 | 0 |
| Mar 2024 | $290.7M | $244.9M | $45.8M | 3 | 0 |
| Mar 2023 | $238.2M | $153.5M | $84.7M | 3 | 0 |
| Oct 2022 | $276.7M | $189.6M | $87.1M | 3 | 0 |
| Jun 2022 | $276.7M | $189.6M | $87.1M | 3 | 0 |
| Mar 2022 | $276.7M | $189.6M | $87.1M | 3 | 0 |
| Jun 2021 | $263.5M | $171.7M | $91.8M | 3 | 0 |
| Feb 2021 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$323.2M
Discretionary$281.7M
Non-Disc.$41.5M
Employees4
Clients0
DateMar 2025
Total AUM$323.2M
Discretionary$281.7M
Non-Disc.$41.5M
Employees4
Clients0
DateMay 2024
Total AUM$290.7M
Discretionary$244.9M
Non-Disc.$45.8M
Employees3
Clients0
DateMar 2024
Total AUM$290.7M
Discretionary$244.9M
Non-Disc.$45.8M
Employees3
Clients0
DateMar 2023
Total AUM$238.2M
Discretionary$153.5M
Non-Disc.$84.7M
Employees3
Clients0
DateOct 2022
Total AUM$276.7M
Discretionary$189.6M
Non-Disc.$87.1M
Employees3
Clients0
DateJun 2022
Total AUM$276.7M
Discretionary$189.6M
Non-Disc.$87.1M
Employees3
Clients0
DateMar 2022
Total AUM$276.7M
Discretionary$189.6M
Non-Disc.$87.1M
Employees3
Clients0
DateJun 2021
Total AUM$263.5M
Discretionary$171.7M
Non-Disc.$91.8M
Employees3
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0