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TETON WEALTH GROUP LLC
CRD 311230 · SEC 801-128312
764 E WINCHESTER ST. #100, MURRAY, UT, 84107, United States
Phone
844-838-6600
Fax
866-731-3794
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$204.0M
Discretionary AUM
$204.0M
Team
24 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 827 | $190.4M |
| High net worth individuals | 1 | $5.0M |
| Pension/profit sharing plans | 8 | $1.1M |
| Charitable organizations | 1 | $40K |
| Corporations/business entities | 12 | $7.4M |
States served
AZ, CA, ID, LA, NV, OK, UT, TX
All web addresses on file
Official SEC filing: View on IAPD