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, owner-operated registered investment adviser formed as an LLC and SEC-registered in 2018. The firm focuses on serving individual and family clients and provides fee-based advisory services charged as a percentage of assets under management. Core advisory capabilities include financial planning and discretionary portfolio management for individuals and small businesses, and the firm also operates as an insurance broker. Triton does not market itself as an ESG specialist and is not structured as a multi-state adviser or a capital allocator in the FINTRX profile. Its business model centers on personalized wealth management rather than institutional pension consulting or running related adviser entities.
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 Funds54%
- Exchange Traded Equities17%
- Other16%
- US Government Bonds6%
- Cash & Cash Equivalents3%
Contacts
3 of 9Brian 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 64Active vs passive
$204M in ETFs
76%
$156M
22%
$48.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $44.5M | 1,506,784 | 21.80% |
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
Similar firms
FSG FINANCIAL SERVICES, INC.
RIASUN CITY, AZ
SKYMARK ADVISORS LLC
RIASUN CITY, AZ
GREENBERG FINANCIAL GROUP
RIATUCSON, AZ
STERLING INVESTMENT MANAGEMENT, LLC
RIATUCSON, AZ
HEFFERNAN ADVISORY, INC.
RIAFLAGSTAFF, AZ
LUMINVEST WEALTH MANAGEMENT LLC
RIAScottsdale, AZ