Samuel
Shelton
Shelton Wealth Management, LLC
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About this Advisor
Samuel Shelton is a financial advisor who works in Fort Worth, Texas, with 2 years of industry experience. Shelton is on the advisory team at Shelton Wealth Management, LLC. Throughout their career, Shelton has worked at Wells Fargo Advisors, LLC, Abilene Christian University, Wells Fargo Clearing Services, LLC and Shelton Wealth Management, LLC. Shelton has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Shelton Wealth Management, LLC is a financial advisory business operating out of Fort Worth, TX. It administers $238 million in assets between its 404 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 404 accounts, 54% are held by high-net-worth clients who have at least $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely depend on which services the firm provides the client. Fees billed by Shelton Wealth Management, LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shelton Wealth Management, LLC Brokerage Details
$238,195,922
3
404
$589,594
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Samuel Shelton Work History
Samuel has been registered as a financial advisor for 2 years.*
Shelton Wealth Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Abilene Christian University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samuel Shelton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shelton Wealth Management, LLC
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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