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Cody Lee Ashton

TRITON WEALTH MANAGEMENT, PLLC·SUN CITY, Arizona
Clean recordTRITON WEALTH MANAGEMENT, PLLC
13211 N 103RD AVE, SUN CITY, AZ 85351CRD# 5493790Firm CRD# 291070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cody Lee Ashton · SUN CITY, AZ
Registration
CRD #5493790 · TRITON WEALTH MANAGEMENT, PLLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cody Lee Ashton is a registered financial advisor based in SUN CITY, Arizona, affiliated with TRITON WEALTH MANAGEMENT, PLLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TRITON WEALTH MANAGEMENT, PLLC
TRITON WEALTH MANAGEMENT, PLLC
AUM
$307M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TRITON WEALTH MANAGEMENT, PLLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5493790
Firm CRD# 291070
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cody Lee Ashton offer?
Cody Lee Ashton specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SUN CITY, Arizona for a consultation.
What are Cody Lee Ashton's credentials?
Cody Lee Ashton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cody Lee Ashton located?
Cody Lee Ashton is based in SUN CITY, Arizona, working with TRITON WEALTH MANAGEMENT, PLLC. Their office serves clients in the SUN CITY metropolitan area and surrounding communities.
How does Cody Lee Ashton charge for services?
Cody Lee Ashton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRITON WEALTH MANAGEMENT, PLLC?
TRITON WEALTH MANAGEMENT, PLLC has approximately 8 employees and manages $307M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRITON WEALTH MANAGEMENT, PLLC

William Chad Mitton
SUN CITY, AZ
Michael Clawson Bird
SUN CITY, AZ
David Lee Dorsey
SUN CITY, AZ
Gary Lynn Luna
SURPRISE, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
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City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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