Investment adviser · CRD 150486
COLTON WEALTH MANAGEMENT
Investment adviser filing (IA)
ARCADIA, CA, United States · Form ADV filed Feb 12, 2026
- Regulatory AUM
- $135M Form ADV · Item 5.F
- Client accounts
- 268 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 37 | $93,702,929 | 69.4% |
| Individuals | 70 | $38,983,399 | 28.9% |
| Retirement plans | Fewer than 5 | $2,387,170 | 1.8% |
Filing source
Form ADV 2037299 · Feb 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
148 E. FOOTHILL BLVD, SUITE 201ARCADIA, CA, 91006, United States
CRD 150486
Filing source
Form ADV 2037299 · Feb 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.