TRITON WEALTH MANAGEMENT, LLC

TRITON WEALTH MANAGEMENT
CHESTER, Maryland·2 registered advisors·CRD# 132601
SEC# 801-68750866-880-7500
01

Firm Overview

AUM
$154M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRITON WEALTH MANAGEMENT, LLC

2 registered advisors
Karen Lapier Baer
CHESTER, Maryland
Wayne Bruce Zussman
CHESTER, Maryland
05

Office Locations

CHESTER, Maryland
2 advisors

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Data sourced from SEC Form ADV filings. TRITON WEALTH MANAGEMENT, LLC (CRD# 132601) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.