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| Keyboard |
| Teton Wealth Group LLC
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|---|---|
| CRD # | 311230 |
| SEC # | 801-128312 |
| CIK # | |
| AUM | 204.0 M (2026-03-25) |
| Employees | 24 (33% Investors, 0% Brokers) |
| Phone | 844-838-6600 |
| Address | 764 E Winchester St 100 Murray, UT 84107 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 827 | 190.4 |
| (b) Individuals (high net worth individuals) | 1 | 5.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 1.1 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,417 | 204.0 |
| By Discretionary | ||
| Discretionary | 2,417 | 204.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,417 | 204.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.0 | |
| Total | 2,417 | 204.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
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Lesa Sroufe & Company Inc
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Strategic Wealth Advisors Group Inc
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360 Financial Partners LLC
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Brown Capital Management LLC
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AR | 205.2 M |
|
Flavin Financial Services Inc
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|
BAM Wealth Management LLC
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|
Paradigm Wealth Advisory LLC
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NJ | 201.2 M |