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Building 2TRITON WEALTH MANAGEMENT, PLLC

Map pinSUN CITY, AZ
Phone(623) 209-0850
NotebookSEC #801-114305
Total AUM
$405.1M
Employees
9
Clients
853

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13211 N 103RD AVE
SUITE 4
SUN CITY
AZ 85351
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(623) 209-0850
Other Offices
1

ReceiptFinancials

Total AUM
$405.1M
Accounts
1,729
Discretionary
$405.1M
Accounts
1,729
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
706
AUM
$149.6M
HNW Individual Clients
147
AUM
$255.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDILMIMNMONENMNVORTXUTWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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