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TRITON WEALTH MANAGEMENT, PLLC
TRITON WEALTH MANAGEMENT, PLLC
SUN CITY, Arizona
·
5 registered advisors
·
CRD# 291070
SEC# 801-114305
1
(623) 209-0850
01
Firm Overview
AUM
$307M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at TRITON WEALTH MANAGEMENT, PLLC
5 registered advisors
Cody Lee Ashton
SUN CITY, Arizona
CRD# 5493790
David Lee Dorsey
SUN CITY, Arizona
CRD# 4469521
Gary Lynn Luna
SURPRISE, Arizona
CRD# 5006571
Michael Clawson Bird
SUN CITY, Arizona
CRD# 5705865
William Chad Mitton
SUN CITY, Arizona
CRD# 4187917
05
Office Locations
SUN CITY, Arizona
4 advisors
SURPRISE, Arizona
1 advisor
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Data sourced from SEC Form ADV filings. TRITON WEALTH MANAGEMENT, PLLC (CRD# 291070) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.