Triton Wealth Management, PLLC
Triton Wealth Management, PLLC is an SEC-registered mass-market adviser in Sun City, AZ with $405.1M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Triton Wealth Management, PLLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291070, SEC 801-114305, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $405.1M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Sun City, AZ
- Employees
- 9
- Clients
- 853
- CRD
- 291070
- Ownership
- BIRD, MICHAEL, CLAWSON; MITTON, WILLIAM, CHAD; ASHTON, CODY, LEE; DORSEY, DAVID, LEE; LUNA, GARY, LYNN
How much AUM does Triton Wealth Management, PLLC have?
Triton Wealth Management, PLLC reported $405.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Triton Wealth Management, PLLC?
Disclosed owners and executives of Triton Wealth Management, PLLC include BIRD, MICHAEL, CLAWSON, MITTON, WILLIAM, CHAD, ASHTON, CODY, LEE, DORSEY, DAVID, LEE, LUNA, GARY, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.