RIA Intel›Advisers›Wyoming›TETON WEALTH MANAGEMENT, INC.

TETON WEALTH MANAGEMENT, INC.

Advisory

Data as of Nov 17, 2025 · Source: SEC Form ADV

Average account

$1M

across 6 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 17, 2025.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WY

Closest by assets under management. All figures from Form ADV.

KENOBI WEALTH LLC

$7M

LEGACY WEALTH CAPITAL, LLC.

$7M

WATER DOG ASSET MANAGEMENT LLC

$6M

+23.5% 1Y

KELLER INVESTMENT ADVISORS LLC

$6M

REICHEL MANAGEMENT COMPANY LLC

$9M

EQUITY FINANCIAL MANAGEMENT

$5M

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