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COLTON WEALTH MANAGEMENT
CRD 150486 · SEC 801-129801
148 E. FOOTHILL BLVD, SUITE 201, ARCADIA, CA, 91006, United States
Phone
626-726-4203
Fax
626-726-4199
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.1M
Discretionary AUM
$135.1M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $39.0M |
| High net worth individuals | 37 | $93.7M |
| Pension/profit sharing plans | 2 | $2.4M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD