Shelton Wealth Management, LLC

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.

Overview

Registered In
Texas
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
In Existence
Registration Type
Domestic
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People

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

Map & Locations

1917 SHUMARD WAY, ALEDO, TX 76008 View Map

Financials

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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Sources

The following government agencies have contributed data:

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