RIA Intel›Advisers›Arizona›TRITON WEALTH MANAGEMENT, PLLC

TRITON WEALTH MANAGEMENT, PLLC

Advisory

N·SUN CITY, AZ

Data as of Jul 9, 2026 · Source: SEC Form ADV

Total AUM
$405M
1-Year AUM Growth
0.0%
3-Year CAGR
+2.0%
Employees
9
Assets Under Management
Total AUM$405M
Discretionary AUM$405M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients809
Team
Total Employees9
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record17
First FilingDec 20, 2017
Latest FilingJul 9, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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