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SHELTON WEALTH MANAGEMENT, LLC

EIN 86-1667954-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$146K assets
Welfare
0
Participants
4
100 THROCKMORTON ST, SUITE 300 - FORT WORTH, TX 76102817-879-7229sheltonwealth.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$146K - 4 part

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Retirement#001

SHELTON WEALTH MANAGEMENT, LLC RETIREMENT TRUST

401k

Assets$146K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHELTON WEALTH MANAGEMENT, LLC RETIREMENT TRUST401k$146K42025
Retirement plans
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