Tyton Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tyton Wealth Management provides discretionary portfolio management and investment planning primarily to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each relationship and conducting ongoing portfolio monitoring. The firm reported approximately $28.5 million in discretionary assets across about 34 client relationships managed by two advisors and maintains an account minimum of $500,000 that may be waived at its discretion.
The firm uses a mix of cyclical, fundamental, technical analysis and modern portfolio theory and generally favors ETF-based portfolios while also recommending mutual funds, equities, fixed income, REITs, commodities, TIPS and non‑U.S. securities. TWML implements both long‑term trading and higher‑risk techniques — including options (covering covered and uncovered strategies), margin transactions and short sales — and typically manages client accounts on a discretionary basis as documented in each client’s IPS.
Noteworthy for a firm of this size, the firm’s principal discloses an outside business providing B2B administrative and management consulting to foreign, non‑U.S. domiciled insurance companies and allocates about 30 hours per month to that activity, a disclosure relevant to assessing potential conflicts and time commitments. The combination of a recent formation (late 2023) coupled with rapid AUM growth to over $28 million by December 2025, explicit use of leveraged and derivative strategies, and custody relationships with both Charles Schwab Advisor Services and Interactive Brokers differentiates TWML from many peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.2% $1,000,001 - $5,000,000: 1.0% $5,000,000 - $10,000,000: 0.95% $10,000,001+: 0.90%
Account minimum: $500,000 (may be waived at firm's discretion)
Main office
1035 W 25th St, Suite B2
Norfolk VA 23517
Advisors at this office
2
Most active in
Texas · Virginia
Also doing business as
Tyton Wealth · Tyton Wealth Management · Tyton Wealth Management 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Advisors at this firm
Andrew M
Series 65
Norfolk, VA
Tyton Wealth
Andrew Meredith is a financial advisor at Tyton Wealth with a Series 65 designation and two years of industry experience. He has held roles at Meredith Consulting KK and Tyton Capital Advisors prior to his current position. Outside of advising, Meredith is the owner and CEO of Global Admin Services LTD, a management consulting firm serving foreign companies in the non-U.S. domiciled insurance industry. Tyton Wealth Management provides discretionary portfolio management and investment planning primarily to individual and high-net-worth clients, employing a mix of cyclical, fundamental, and technical analysis alongside modern portfolio theory. The firm manages approximately $28.5 million in assets and utilizes ETF-based portfolios as well as a range of other securities, implementing both long-term and higher-risk strategies on a discretionary basis.
Martin K
Series 65
Norfolk, VA
Tyton Wealth
Martin King is a Series 65-licensed financial advisor at Tyton Wealth with two years of industry experience. He has prior experience managing client relationships and consulting on international investment and insurance through Tyton Capital Advisors from 2013 to 2018. Outside of his advisory work, King serves as CEO of Housekey, a real estate investment and consulting firm based in Tokyo. Tyton Wealth Management provides discretionary portfolio management and investment planning primarily to individual and high-net-worth clients, utilizing a combination of cyclical, fundamental, and technical analysis alongside modern portfolio theory. The firm manages approximately $28.5 million in assets across 34 client relationships and employs both long-term and higher-risk trading strategies, including options and margin transactions.
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