COLTON WEALTH MANAGEMENT

Overview

Colton Wealth Management is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small institutions. The firm operates under an owner-type of an individual and emphasizes discretionary portfolio management, using a percentage-of-AUM fee model. Its advisory services list financial planning, portfolio management for individuals and small businesses, and pension consulting as core offerings. Colton also provides accountant-related business activities alongside its advisory practice, which tends to align the firm toward integrated planning and tax-aware implementation. Investment activity is centered on pooled public funds as the core building blocks of client portfolios, with supplemental allocations to alternative strategies. The firm is not an active ESG investor, and it manages assets on a single-state registration footprint rather than as a multi-state adviser. Since the firm is SEC-registered in 2024, its processes and compliance are oriented toward the regulatory expectations for registered RIAs while maintaining an independent implementation approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices