SHELTON WEALTH MANAGEMENT, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	256	$244.9M
Non-Discretionary	163	$45.8M
Total	419	$290.7M

Clients

Type	Number	RAUM
Individuals	63	$17.2M
HNW Individuals	81	$272.6M
Banking or thrift institutions	0	$0
Investment companies	1	$189,569
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$737,030
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	290.7M
Portfolio Manager	290.7M
Both for Same	0

Portfolio Manager to Program	Sponsor
SHELTON WEALTH MANAGEMENT	SHELTON WEALTH MANAGEMENT, LLC

Identifiers

SEC RIA File Number	801-120423
SEC ERA File Number	801-120423
SEC CIK Numbers	1903883
SEC CRD Numbers	312686
Legal Entity Identifier	None

Principal Office

201 MAIN STREET
SUITE 1230
FORT WORTH
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic