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TRITON WEALTH MANAGEMENT, PLLC
CRD 291070 · SEC 801-114305
13211 N 103RD AVE, SUITE 4, SUN CITY, AZ, 85351, United States
Phone
(623) 209-0850
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$405.1M
Discretionary AUM
$405.1M
Team
9 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 706 | $149.6M |
| High net worth individuals | 147 | $255.5M |
States served
AZ, CA, CO, ID, IL, MI, MN, NE, NV, NM, OR, UT, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD