Teton Wealth Group LLC logo

Teton Wealth Group LLC

Updated today

Client AUM

$195,434,035

Clients

828

Advisors

6

of 24 employees

About

Teton Wealth Group primarily serves individual clients and retirement plans, offering discretionary and non‑discretionary investment management, model portfolio services, and consulting. The firm delivers ongoing portfolio supervision and integrates financial planning into its investment management engagements, with standalone financial plans available when requested.

The firm describes an active, allocation‑driven approach that combines asset‑allocation, rebalancing, and multiple analysis methods (fundamental, quantitative, technical, and cyclical) to construct portfolios that may include equities, ETFs, mutual funds, fixed income, interval funds, linked notes, and other structured investments. Teton also coordinates with clients’ other advisers (CPAs, attorneys, insurance brokers) as part of its planning process and conducts annual account reviews with more frequent monitoring as conditions change.

Distinctive features in the brochure include formal affiliations with related entities—Teton Tax Services, LLC for tax preparation and Teton Wealth Management, LLC for insurance and annuity sales—which the firm discloses may result in advisor commissions when insurance products are sold. The firm also runs public seminars and workshops and explicitly includes structured and market‑linked products in its investment menu, a combination of offerings that is less common among similarly sized team advisers.

Client services

Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Annuities General tax planning Cash flow / budgeting

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Fee options

Percentage

1.00% annually

Commissions

Commissions earned on insurance products sold through affiliated company

Main office

764 E Winchester St. #100

Murray UT 84107

Advisors at this office

6

Most active in

Arizona · California · Idaho · Louisiana · Nevada · Oklahoma · Texas · Utah

Also doing business as

Genwealth Advisory Group · Teton Wealth Group · Teton Wealth Group LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Clayton A

Series 65

Murray, UT

Teton Wealth Group LLC

Clayton Alexander is a financial advisor with Teton Wealth Group LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at multiple firms including CA Wealth Management and Sowell Management. Outside of advising, he owns and manages CA Wealth, a private firm handling administrative and payroll services for his employees. Teton Wealth Group primarily serves individual clients and retirement plans, offering discretionary and non-discretionary investment management along with financial planning. The firm uses an active, allocation-driven approach incorporating multiple analysis methods and offers a diverse range of investment products while coordinating with clients’ other advisers.

General retirement planning Annuities General tax planning Cash flow / budgeting
user avatar

Christopher C

Series 66

Murray, UT

Teton Wealth Group LLC

Christopher Cook is a financial advisor at Teton Wealth Group LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Cook also served five years in the United States Marine Corps. Teton Wealth Group primarily serves individual clients and retirement plans, offering discretionary and non-discretionary investment management, model portfolio services, and consulting. The firm uses an active, allocation-driven approach that combines multiple analysis methods and coordinates with clients’ other advisers as part of its financial planning process.

General retirement planning Annuities General tax planning Cash flow / budgeting
user avatar

Sean S

CFP®, Series 63, Series 65

Murray, UT

Teton Wealth Group LLC

Sean Snow is a CFP® certificant with four years of industry experience, currently advising at Teton Wealth Group LLC. His prior roles include positions at Fidelity Investments, NFP Retirement, and Utah Valley University. Outside of advisory work, he holds a Utah insurance producer license and engages in insurance product sales on a limited basis. Teton Wealth Group serves individual clients and retirement plans by providing discretionary and non-discretionary investment management, model portfolios, and consulting services. The firm employs an active, allocation-driven approach that integrates various analysis methods and includes structured and market-linked products in its offerings.

General retirement planning Annuities General tax planning Cash flow / budgeting
user avatar

Douglas F

Series 65

Murray, UT

Teton Wealth Group LLC

Douglas Ferrell is a financial advisor with Teton Wealth Group LLC in Murray, Utah, holding a Series 65 credential and eight years of industry experience. His career includes roles at Teton Wealth Group, Sowell Management Services, New Millennium Group, AE Wealth Management, and New Millennium Insurance Group. Outside of his advisory work, he is an owner and investor in NuBody Nutrition, LLC, a nutrition products business. Teton Wealth Group primarily serves individual clients and retirement plans, offering discretionary and non-discretionary investment management, model portfolio services, and consulting. The firm employs an active, allocation-driven approach that integrates multiple analysis methods and coordinates with clients’ other advisers as part of its financial planning process.

General retirement planning Annuities General tax planning Cash flow / budgeting
user avatar

Darren W

Series 63, Series 65

Murray, UT

Teton Wealth Group LLC

Darren Woodward is a financial advisor with Teton Wealth Group LLC in Murray, UT, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Transamerica Financial Advisors and academic positions at Arizona State University and the University of Kentucky. Teton Wealth Group serves individual clients and retirement plans with discretionary and non-discretionary investment management, model portfolio services, and consulting. The firm employs an active, allocation-driven approach combining multiple analysis methods to construct diversified portfolios and integrates financial planning with investment management.

General retirement planning Annuities General tax planning Cash flow / budgeting
user avatar

Spencer W

Series 65

Murray, UT

Teton Wealth Group LLC

Spencer Webb is a financial advisor at Teton Wealth Group LLC with one year of industry experience. He holds a Series 65 designation and previously worked at AMP Smart. Before his career in finance, he held roles in physical and sports therapy and was employed at Brigham Young University. Teton Wealth Group serves individual clients and retirement plans by providing discretionary and non-discretionary investment management, model portfolio services, and consulting. The firm employs an active, allocation-driven approach that integrates multiple analysis methods and coordinates with clients’ other advisers as part of its financial planning process.

General retirement planning Annuities General tax planning Cash flow / budgeting
View complete list of advisors at this firm
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