A complete list of active advisors currently associated with Tyton Wealth

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

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.

To learn more about the advisors currently working at Tyton Wealth, 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.

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