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| Teton Wealth Group LLC
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| |
|---|---|
| CRD # | 311230 |
| SEC # | 801-128312 |
| CIK # | |
| AUM | $128.4 MM (2024-06-11) |
| Employees | 22 (36% Investors, 0% Brokers) |
| Phone | 844-838-6600 |
| Address | 764 E Winchester St 100 Murray, UT 84107 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 722 | 119.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 8.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,903 | 128.4 |
| By Discretionary | ||
| Discretionary | 1,903 | 128.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,903 | 128.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.4 | |
| Total | 1,903 | 128.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Freedom for Dentists LLC
✚
|
WA | 0.1 |
|
Sageoak Financial LLC
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|
OK | 0.1 |
|
Retirement Resources LLC
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|
MI | 0.1 |
|
St Bernard Financial Services Inc
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|
AR | 0.1 |
|
Blue Water Capital Management LLC
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|
NC | 0.1 |
|
Meliora Capital LLC
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|
OK | 0.1 |
|
City Center Advisors LLC
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|
MI | 0.1 |
|
APS Management Group Inc
✚
|
CA | 0.1 |
|
The Wealth Advisory Team LLC
✚
|
KY | 0.1 |
|
TM Wealth Management LLC
✚
|
VA | 0.1 |