Joshua Colton
Colton Wealth Management · Arcadia, California
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.
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Facts
| Firm | Colton Wealth Management |
|---|---|
| Based in | Arcadia, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $135.1M across 268 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7180541 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.coltonwealthmanagement.com |
How Joshua's firm compares
- Colton Wealth Management's average account is about $504,000, from its Form ADV (assets managed divided by 268 accounts).
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Questions about Joshua
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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