Colton Wealth Management

Colton Wealth Management (CRD# 150486) is a financial advisory firm headquartered in Arcadia, CA. They manage $61,394,204 in 177 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    177
    ACCOUNTS
  • Average Account Value
    $346,860
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Colton Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Scott F. Colton
CRD#: 4215362
25 E. Huntington Drive, Suite 104, Arcadia, CA 91006
93
Wealthminder
score

Scott Colton (CRD# 4215362) is an Investment Advisor Representative working at Colton Wealth Management in Arcadia, CA and has over 15 years of experience in the finance industry.

2
Jack C. Tsai
CRD#: 5391691
25 E. Huntington Drive, Suite 104, Arcadia, CA 91006
93
Wealthminder
score

Jack Tsai (CRD# 5391691) is an Investment Advisor Representative working at Colton Wealth Management in Arcadia, CA and has over 9 years of experience in the finance industry.

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