Samuel Tucker Shelton
Investment adviser representative at Shelton Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$364.5MFirm assets
5 yearsFirm in business
Are you Samuel Tucker Shelton? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Shelton Wealth Management, LLCMay 2021 to now
- Wells Fargo Clearing Services, LLCNov 2016 to May 2021
- Wells Fargo Advisors, LLCMay 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Shelton Wealth Management, LLC
$364.5MAssets managed
155Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6096938
- Firm CRD
- 312686