A complete list of active advisors currently associated with Triton Wealth Management, PLLC

Warmer can help you find a great advisor at Triton Wealth Management, PLLC or one who fits your needs even better.

Triton Wealth Management is a team-based registered investment adviser managing roughly $405 million for about 853 clients, and it serves individuals (including high-net-worth clients) as well as pension and profit-sharing plans. The firm’s primary offering is comprehensive portfolio management combined with financial planning and consulting, delivered on a discretionary basis with ongoing monitoring and the ability for clients to place reasonable investment restrictions. The firm employs a mix of asset-allocation and security-selection techniques — including fundamental and technical analysis — and constructs portfolios using individual stocks and bonds, mutual funds and ETFs, options, structured products (with an internal limit of no more than 10% of a client’s portfolio in a single structured note), and, where appropriate, cryptocurrency products. Portfolios are monitored and rebalanced as needed, and the firm may recommend or use margin/borrowing in client accounts where suitable, noting the specific risks and margin-related considerations. What distinguishes Triton from many peers is that its representatives are licensed insurance agents/brokers and are dually registered with another registered investment adviser (Universal Wealth Management, LLC), arrangements the brochure discloses and for which the firm describes mitigation steps. The firm also documents practices that can result in being deemed to have custody (for example, trustee arrangements and standing letters of authorization), uses Schwab as its primary recommended custodian while receiving certain Schwab support services, and notes safeguards such as independent annual verification when custody is present.

To learn more about the advisors currently working at Triton Wealth Management, PLLC, 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.