Shelton Wealth Management, LLC

Aledo, TX

Texas

Registered In

01/05/2021

Incorp. Date

Company Summary

Shelton Wealth Management, LLC at 1917 Shumard Way, Aledo, Tx 76008 lists Brian K. Shelton of Colleyville, TX and Samuel Shelton of Aledo, TX as the associates.

Registered In: Texas
Incorporation Date: 01/05/2021
Registration Type: Domestic
Company Type: Domestic Limited Liability Company (Llc)
Status: In Existence
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Samuel Shelton Registered Agent	1917 SHUMARD WAY, ALEDO, TX 76008
Brian K. Shelton Manager	6504 GLENHOPE CIR S, COLLEYVILLE, TX 76034
Samuel Shelton Manager	1917 SHUMARD WAY, ALEDO, TX 76008

1917 SHUMARD WAY, ALEDO, TX 76008 View Map

Financial Information for Shelton Wealth Management, LLC

Form 5500

SHELTON WEALTH MANAGEMENT, LLC

201 Main Street Suite 1230, Fort Worth, Tx 76102 (817) 879-7229 EIN:86-1667954 Plan Admin:Plan Sponsor

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSHELTON WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$21,215 / $37,746	2023	SHELTON WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001	3 / 3	$21,215 / $37,746
2022	Plan NameSHELTON WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$8,881 / $21,215	2022	SHELTON WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001	3 / 3	$8,881 / $21,215
2021	Plan NameSHELTON WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $8,881	2021	SHELTON WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001	0 / 3	$0 / $8,881

Benefit & Retirement Plans based on Form 5500.

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The following government agencies have contributed data:

Texas Comptroller of Public Accounts U.S. Department of Labor

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