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Triton Wealth Management, PLLC

● SEC registered since 2018CRD 291070SEC# 801-114305Sun City, AZ
Export (members)
Reg. AUM
$379.5M
Employees
9
Accounts
1,373
Location
Sun City, AZ

Triton Wealth Management, PLLC assets under management

Triton Wealth Management, PLLC operates as an SEC-registered investment adviser based in Sun City, AZ. The firm has been registered since 2018. It reports $379.5 million in regulatory assets under management and employs 9 people.

Triton Wealth Management, PLLC owners & executives

4 reported
NameTitleOwnershipSince
Cody Lee Ashton ControlManaging Member & Chief Compliance Officer25-50%2018
David Lee Dorsey ControlManaging Member25-50%2018
Michael Clawson Bird ControlManaging Member25-50%2018
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Frequently asked questions

How much does Triton Wealth Management, PLLC manage?

Triton Wealth Management, PLLC reports $379.5 million in regulatory assets under management on its Form ADV.

How many employees does Triton Wealth Management, PLLC have?

Triton Wealth Management, PLLC reports 9 employees.

Where is Triton Wealth Management, PLLC located?

Triton Wealth Management, PLLC is based in Sun City, AZ and has been SEC-registered since 2018.

Does Triton Wealth Management, PLLC disclose fund performance?

Triton Wealth Management, PLLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13211 N 103rd Ave, Suite 4, Sun City, AZ 85351
Phone(623) 209-0850
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$379.5M
Non-discretionary$0
Total (RAUM)$379.5M