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 provides discretionary investment management and financial planning primarily to individual and high‑net‑worth clients, operating with a nine‑adviser team that manages about $405 million for roughly 853 client relationships. Its Comprehensive Portfolio Management service combines ongoing portfolio oversight with planning or consulting and can include individual stocks, bonds, ETFs, options, mutual funds, structured products and crypto‑linked products. The firm applies a mix of fundamental, technical and ETF analysis within an asset‑allocation framework, employing both long‑ and short‑term strategies and fixed‑income management, and it monitors and rebalances accounts regularly with at least annual reviews. The brochure discloses that Triton may recommend or permit margin borrowing in client brokerage accounts and limits exposure to individual structured notes (no more than 10% of a client’s portfolio), reflecting specific risk controls tied to these strategies. Triton’s regulatory disclosures highlight a few uncommon features for a team firm: several representatives are dually registered with another registered investment adviser (Universal Wealth Management, LLC) and also act as licensed insurance agents who receive customary insurance compensation, and the firm accepts economic benefits and support services from its recommended custodian. The firm also acknowledges situations that can create custody implications (e.g., acting as trustee or processing third‑party transfers) and describes safeguards and independent verification procedures to address those arrangements.

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.