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Teton Wealth Group LLC

● SEC registered since 2023CRD 311230SEC# 801-128312Murray, UT
Export (members)
Reg. AUM
$165.5M
Employees
24
Accounts
1,975
Location
Murray, UT

Teton Wealth Group LLC assets under management

Teton Wealth Group LLC operates as an SEC-registered investment adviser based in Murray, UT. The firm has been registered since 2023. It reports $165.5 million in regulatory assets under management and employs 24 people.
retireteton.comView on SEC.gov ↗

Teton Wealth Group LLC owners & executives

4 reported
NameTitleOwnershipSince
Ca Wealth Management Inc ControlOwnerOver 75%2019
Clayton Boyd Alexander ControlCeoUnder 5%2020
Douglas Scott Ferrell ControlChief Compliance OfficerUnder 5%2020
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Frequently asked questions

How much does Teton Wealth Group LLC manage?

Teton Wealth Group LLC reports $165.5 million in regulatory assets under management on its Form ADV.

How many employees does Teton Wealth Group LLC have?

Teton Wealth Group LLC reports 24 employees.

Where is Teton Wealth Group LLC located?

Teton Wealth Group LLC is based in Murray, UT and has been SEC-registered since 2023.

Does Teton Wealth Group LLC disclose fund performance?

Teton Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address764 E Winchester St. #100, Murray, UT 84107
Phone844-838-6600
Fax866-731-3794
Office hours5-Aug
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$165.5M
Non-discretionary$0
Total (RAUM)$165.5M