Overview
Assets Under Management: $380 million
Headquarters: SUN CITY, AZ
High-Net-Worth Clients: 121
Average Client Assets: $2 million
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