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| Happy Holidays!! thanks for using AUM13F!! |
| Triton Wealth Management PLLC
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| CRD # | 291070 |
| SEC # | 801-114305 |
| CIK # | 0001791126 |
| AUM | $379.5 M (2025-06-27) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 623-209-0850 |
| Address | 13211 N 103rd Ave Sun City, AZ 85351 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001791126 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Swift Transportation Co | 24.2 | ||
| Nvidia Corp | 9.3 | ||
| Apple Inc | 8.3 | ||
| Amazon Com Inc | 7.5 | ||
| Microsoft Corp | 4.0 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Tesla Motors Inc | 3.1 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Facebook Inc | 2.0 | ||
| VS Trust | 1.5 | ||
| Oracle Corp | 1.4 | ||
| ALTC Acquisition Corp | 1.2 | ||
| Carnival Corp | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 688 | 150.7 |
| (b) Individuals (high net worth individuals) | 121 | 228.8 |
| (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 | 1,373 | 379.5 |
| By Discretionary | ||
| Discretionary | 1,373 | 379.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,373 | 379.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.5 | |
| Total | 1,373 | 379.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001791126] |
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|---|---|---|
|
Marks Wealth LLC
✚
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MD | 0.4 |
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Boltwood Capital Management
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CA | 0.4 |
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IA | 0.4 |
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McCarthy Asset Management Inc
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CA | 0.4 |
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Keystone Financial Planning Inc
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OH | 0.4 |
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Davis Investment Partners LLC
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NC | 0.4 |
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RPS Advisory Solutions LLC
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KY | 0.4 |
|
Threadgill Financial LLC
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TX | 0.4 |
|
AZ Apice Capital Management LLC
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|
FL | 0.4 |