Overview
Assets Under Management: $135 million
Headquarters: ARCADIA, CA
High-Net-Worth Clients: 37
Average Client Assets: $2.5 million
Frequently Asked Questions
COLTON WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150486), COLTON WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
COLTON WEALTH MANAGEMENT is headquartered in ARCADIA, CA.
COLTON WEALTH MANAGEMENT serves 37 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, COLTON WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
COLTON WEALTH MANAGEMENT manages $135 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, COLTON WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.37%
Average Client Assets: $2.5 million
Total Client Accounts: 268
Discretionary Accounts: 268
Regulatory Filings
CRD Number: 150486
Filing ID: 2037299
Last Filing Date: 2026-02-12 15:02:39