Overview
Assets Under Management: $380 million
Headquarters: SUN CITY, AZ
High-Net-Worth Clients: 121
Average Client Assets: $2 million
Frequently Asked Questions
TRITON WEALTH MANAGEMENT, PLLC 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 #291070), TRITON WEALTH MANAGEMENT, PLLC is subject to fiduciary duty under federal law.
TRITON WEALTH MANAGEMENT, PLLC is headquartered in SUN CITY, AZ.
TRITON WEALTH MANAGEMENT, PLLC serves 121 high-net-worth clients according to their SEC filing dated June 27, 2025. View client details ↓
According to their SEC Form ADV, TRITON WEALTH MANAGEMENT, PLLC offers financial planning and portfolio management for individuals. View all service details ↓
TRITON WEALTH MANAGEMENT, PLLC manages $380 million in client assets according to their SEC filing dated June 27, 2025.
According to their SEC Form ADV, TRITON WEALTH MANAGEMENT, PLLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,373
Discretionary Accounts: 1,373
Regulatory Filings
CRD Number: 291070
Filing ID: 2000618
Last Filing Date: 2025-06-27 16:03:00
Website: https://tritonwealthmanagement.com