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William Chad Mitton

TRITON WEALTH MANAGEMENT, PLLC·SUN CITY, Arizona
SIE, Series 7, Series 63, Series 6612 years registeredTRITON WEALTH MANAGEMENT, PLLC
13211 N 103RD AVE, SUN CITY, AZ 85351CRD# 4187917Firm CRD# 291070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Chad Mitton · SUN CITY, AZ
Registration
CRD #4187917 · TRITON WEALTH MANAGEMENT, PLLC · 12 years registered
Brand Profile
Not yet started
01

Career History

UNIVERSAL WEALTH MANAGEMENT LLC
Nov 2024 – present
TRITON WEALTH MANAGEMENT, PLLC
Nov 2018 – present
KINGSVIEW ASSET MANAGEMENT, LLC
Jan 2018 – Jan 2019
Sun City, AZ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Sep 2013 – Oct 2016
SUN CITY, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · September 19, 2013
Years registered · 12
03

Disclosure History

2008Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
TRITON WEALTH MANAGEMENT, PLLC
CRD 291070 · SEC 801-114305
AUM
$307M
Regulatory assets under management
Employees
8
1,398 client accounts
Services offered by TRITON WEALTH MANAGEMENT, PLLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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Introduction

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05

Frequently Asked Questions

What services does William Chad Mitton offer?
William Chad Mitton specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SUN CITY, Arizona for a consultation.
What are William Chad Mitton's credentials?
William Chad Mitton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Chad Mitton located?
William Chad Mitton 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 William Chad Mitton charge for services?
William Chad Mitton'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

Gary Lynn Luna
SURPRISE, AZ
CFP
David Lee Dorsey
SUN CITY, AZ
Michael Clawson Bird
SUN CITY, AZ
Cody Lee Ashton
SUN CITY, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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