|
⚲
|
| Keyboard |
| Triton Wealth Management PLLC
✚
|
|
|---|---|
| CRD # | 291070 |
| SEC # | 801-114305 |
| CIK # | 0001791126 |
| AUM | 405.1 M (2026-03-06) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 623-209-0850 |
| Address | 13211 N 103rd Ave Sun City, AZ 85351 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 9.9 | |
| Nvidia Corp | 9.9 | |
| Amazon Com Inc | 8.3 | |
| Tesla Motors Inc | 5.7 | |
| Wal Mart Stores Inc | 3.8 | |
| Costco Wholesale Corp /NEW | 3.4 | |
| Alphabet Inc | 3.1 | |
| Microsoft Corp | 3.1 | |
| Swift Transportation Co | 2.9 | |
| Facebook Inc | 1.7 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 706 | 149.6 |
| (b) Individuals (high net worth individuals) | 147 | 255.5 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,729 | 405.1 |
| By Discretionary | ||
| Discretionary | 1,729 | 405.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,729 | 405.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 405.1 | |
| Total | 1,729 | 405.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001791126] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fifth Force Management LLC
✚
|
TX | 406.9 M |
|
Keystone Financial Planning Inc
✚
|
OH | 406.9 M |
|
United Wealth Management LLC
✚
|
406.6 M | |
|
Bontempo OHLY Capital Management LLC
✚
|
MD | 405.7 M |
|
MB Generational Wealth LLC
✚
|
WA | 404.4 M |
|
Dupree Financial Group LLC
✚
|
KY | 404.4 M |
|
Tilia Fiduciary Partners Inc
✚
|
NC | 403.7 M |
|
SFM LLC
✚
|
NH | 403.2 M |
|
Borer Denton & Associates Inc
✚
|
PA | 403.0 M |
|
Rational Investment Management LLC
✚
|
402.6 M |