TETON WEALTH GROUP LLC

764 E Winchester St. #100
Murray, Utah 84107
Tel: 844-838-6600

About TETON WEALTH GROUP LLC

TETON WEALTH GROUP LLC, formally registered with the SEC as TETON WEALTH GROUP LLC. The firm was established in 07/31/2023. They have over 3 offices throughout the country.

TETON WEALTH GROUP LLC is a Murray, Utah based Financial Planning firm with nearly $128,388,635 assets under management, offering retirement planning & investment advisory services to 1903 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311230
SEC#	801-128312
Assets Managed by Firm	$128,388,635
No. of Clients	1903
No. of Advisors	22

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1903	$128,388,635
Individuals (other than high net worth individuals)	722	$119,362,257
Pension and profit sharing plans	7	$525,865
Corporations or other businesses	9	$8,500,513

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