Triton Wealth Management, Pllc

Overview

Triton Wealth Management, Pllc is an independent, individual-owned RIA that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and also functions as an insurance broker, integrating insurance solutions into its advisory work. Triton is registered with the SEC; its SEC registration dates to 2018. The firm’s client base is focused on individual and family relationships rather than institutional or retirement-plan consulting. Investment management appears centered on publicly traded funds and securities as core holdings, with third-party alternative fund allocations playing a complementary role where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives