Overview
Assets Under Management: $231 million
Headquarters: AITKIN, MN
High-Net-Worth Clients: 34
Average Client Assets: $2.2 million
Frequently Asked Questions
TRITON WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323255), TRITON WEALTH is subject to fiduciary duty under federal law.
TRITON WEALTH is headquartered in AITKIN, MN.
TRITON WEALTH serves 34 high-net-worth clients according to their SEC filing dated July 01, 2025. View client details ↓
According to their SEC Form ADV, TRITON WEALTH offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
TRITON WEALTH manages $231 million in client assets according to their SEC filing dated July 01, 2025.
According to their SEC Form ADV, TRITON WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.48%
Average Client Assets: $2.2 million
Total Client Accounts: 917
Discretionary Accounts: 908
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 323255
Filing ID: 2001156
Last Filing Date: 2025-07-01 10:28:00