A complete list of active advisors currently associated with Teton Wealth Group LLC

Warmer can help you find a great advisor at Teton Wealth Group LLC or one who fits your needs even better.

Teton Wealth Group, LLC is a fee-based investment adviser that serves individuals, retirement plans, charitable organizations and corporations, offering discretionary and non‑discretionary portfolio management, model portfolio implementation, financial planning (standalone or integrated) and consulting services. The firm also advises on certain noncustodial products such as annuities and assets held in employer‑sponsored retirement plans. The firm follows an active, asset‑allocation centered approach, constructing and rebalancing model portfolios that may include equities, ETFs, mutual funds, interval funds, fixed income, structured investments and linked notes, and it employs fundamental, quantitative, technical and cyclical analysis in its investment process. Accounts are monitored on a regular basis (generally with quarterly rebalancing) and Teton manages discretionary accounts where it executes day‑to‑day trades within agreed guidelines while also offering non‑discretionary and consultative engagements. Noteworthy aspects disclosed in the Form ADV include affiliations with an insurance/annuity entity (Teton Wealth Management, LLC) and a tax preparation affiliate (Teton Tax Services, LLC), as well as the firm’s practice of holding educational seminars and workshops; the brochure describes policies and disclosures the firm uses to address the related conflicts of interest. The brochure also notes the use of less‑typical instruments in its models (e.g., linked notes and structured products) and reports approximately $204 million in discretionary assets under management across eight advisors and 828 client relationships.

To learn more about the advisors currently working at Teton Wealth Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.