Teton Wealth Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
1.00% annually
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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