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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 7, 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 |
|---|---|---|---|---|
| FULMER, JOHN, JUSTIN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| FULMER, JOHN, JUSTIN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| FULMER, JOHN, JUSTIN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| FULMER, JOHN, JUSTIN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| FULMER, JOHN, JUSTIN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| FULMER, JOHN, JUSTIN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| FULMER, JOHN, JUSTIN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| SHELTON, BRIAN, KEITH | I | PARTNER | D | Control |
| SHELTON, BRIAN, KEITH | I | PARTNER | D | Control |
| SHELTON, BRIAN, KEITH | I | PARTNER | D | Control |
| SHELTON, BRIAN, KEITH | I | PARTNER | D | Control |
| SHELTON, BRIAN, KEITH | I | PARTNER | D | Control |
| SHELTON, BRIAN, KEITH | I | PARTNER | D | Control |
| SHELTON, BRIAN, KEITH | I | PARTNER | D | Control |
| SHELTON, BRIAN, KEITH | I | PARTNER | D | Control |
| SHELTON, BRIAN, KEITH | I | PARTNER | D | Control |
| SHELTON, BRIAN, KEITH | I | PARTNER | D | Control |
| SHELTON, SAMUEL, TUCKER | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| SHELTON, SAMUEL, TUCKER | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| SHELTON, SAMUEL, TUCKER | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| SHELTON, SAMUEL, TUCKER | I | PARTNER | C | Control |
| SHELTON, SAMUEL, TUCKER | I | PARTNER | C | Control |
| SHELTON, SAMUEL, TUCKER | I | PARTNER | C | Control |
| SHELTON, SAMUEL, TUCKER | I | PARTNER | C | Control |
| SHELTON, SAMUEL, TUCKER | I | PARTNER | C | Control |
| SHELTON, SAMUEL, TUCKER | I | PARTNER | C | Control |
| SHELTON, SAMUEL, TUCKER | I | PARTNER | C | Control |
Registrations
Federal
IA
Nov 7, 2025 REGISTERED
Notice Filings (1)
TX
Address
100 THROCKMORTON STREETSUITE 300
FORT WORTH, TX 76102
United States
Phone: (817) 415-2877