# Joshua Colton

> Joshua Colton is a fee-only financial advisor at Colton Wealth Management in Arcadia, California, who holds the CFP credential. Colton Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/joshua-colton/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Colton Wealth Management
- **Based in:** Arcadia, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $135.1M across 268 accounts
- **Credentials:** CFP
- **CRD:** 7180541 (https://adviserinfo.sec.gov/individual/summary/7180541)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2019)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.coltonwealthmanagement.com

## Frequently asked questions

### Is Joshua Colton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Colton Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joshua charge for financial advice?

Joshua's firm, Colton Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Joshua Colton based?

Joshua Colton is based in Arcadia, California.

### What credentials does Joshua Colton hold?

Joshua Colton holds the CFP credential.

### Is Joshua Colton registered with the SEC?

Yes. Joshua Colton is registered as an investment adviser representative in CA (CRD 7180541), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Colton Wealth Management manage?

Colton Wealth Management reports $135.1M across 268 accounts in assets under management.

### How do I contact Joshua Colton?

Through Joshua's website, www.coltonwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7180541): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.