Triton Wealth Management, Pllc
Firm details
- Headquarters
- Sun City, Arizona
- CRD number
- 291070
- Registered since
- November 16, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.07%
- Individuals36.93%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Triton Wealth Management, Pllc is an independent, SEC-registered registered investment adviser (since 2018) structured as an LLC and owned by an individual. The firm serves individual and family clients, charging fees as a percentage of assets under management and offering financial planning alongside portfolio management for individuals and small businesses. Triton also operates as an insurance broker, and it does not identify as an active ESG investor or a multi-state adviser in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities21%
- Cash & Cash Equivalents11%
- Other6%
- US Government Bonds5%
Owners & executives
1 of 1
Douglas Palenchar
Chief Compliance OfficerCRD 2442090
Contacts
3 of 9
Brian Smalley
OwnerCRD 5575649
Nathaniel Duchein
Financial AdvisorCRD 6664036
Arrah-Wonah Nester
Financial AdvisorCRD 5928413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$249M in ETFs
80%
$199M
18%
$49.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $50.2M | 1,465,478 | 20.18% |
Location
Sun City, AZ
Maricopa
Location
Sun City, AZ
Headquartered in Sun City, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 13211 N 103rd Ave
- Time zone
- MT (UTC-7)
- Office locations
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