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Home > Retirement Planners > arizona > sun city > TRITON WEALTH MANAGEMENT, PLLC
TRITON WEALTH MANAGEMENT, PLLC
13211 N 103rd Ave
Suite 4
Sun City, Arizona 85351
Tel: (623) 209-0850
About TRITON WEALTH MANAGEMENT, PLLC
TRITON WEALTH MANAGEMENT, PLLC, formally registered with the SEC as TRITON WEALTH MANAGEMENT, PLLC. The firm was established in 11/16/2018. They have over 2 offices throughout the country.
TRITON WEALTH MANAGEMENT, PLLC is a Sun City, Arizona based Financial Planning firm with nearly $307,333,786 assets under management, offering retirement planning & investment advisory services to 1398 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291070 |
| SEC# | 801-114305 |
| Assets Managed by Firm | $307,333,786 |
| No. of Clients | 1398 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1398 | $307,333,786 |
| Individuals (other than high net worth individuals) | 642 | $115,855,534 |
| High net worth individuals | 97 | $191,478,252 |
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