Triton Wealth Management, Pllc

Triton Wealth Management, Pllc (CRD# 291070) is a financial advisory firm headquartered in Sun City, AZ. They manage $170,000,000 in 974 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    974
    ACCOUNTS
  • Average Account Value
    $174,538
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, MI, MN, MO, NE, NM, OH, TX, UT, WA

Financial Advisors at Triton Wealth Management, Pllc
Showing 1 - 7 of 7 top financial advisors.
1
Cody L. Ashton
CRD#: 5493790
Sun City, AZ 85351

Cody Ashton (CRD# 5493790) is an Investment Advisor Representative working at Triton Wealth Management, Pllc in Sun City, AZ and has over 11 years of experience in the finance industry.

2
Eric C. Bird
CRD#: 7068891
Sun City, AZ 85351

Eric Bird (CRD# 7068891) is an Investment Advisor Representative working at Triton Wealth Management, Pllc in Sun City, AZ and has 1 year of experience in the finance industry. Eric Bird has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael C. Bird
CRD#: 5705865
Sun City, AZ 85351

Michael Bird (CRD# 5705865) is an Investment Advisor Representative working at Triton Wealth Management, Pllc in Sun City, AZ and has over 10 years of experience in the finance industry.

4
David L. Dorsey
CRD#: 4469521
Sun City, AZ 85351

David Dorsey (CRD# 4469521) is an Investment Advisor Representative working at Triton Wealth Management, Pllc in Sun City, AZ and has over 18 years of experience in the finance industry.

5
William C. Mitton
CRD#: 4187917
Sun City, AZ 85351

William Mitton (CRD# 4187917) is an Investment Advisor Representative working at Triton Wealth Management, Pllc in Sun City, AZ and has over 19 years of experience in the finance industry.

6
Arrah-wonah M. Nester
CRD#: 5928413
Sun City, AZ 85351

Arrah-wonah Nester (CRD# 5928413) is an Investment Advisor Representative working at Triton Wealth Management, Pllc in Sun City, AZ and has over 8 years of experience in the finance industry.

7
Brian C. Smalley
CRD#: 5575649
Sun City, AZ 85351

Brian Smalley (CRD# 5575649) is an Investment Advisor Representative working at Triton Wealth Management, Pllc in Sun City, AZ and has over 11 years of experience in the finance industry.

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