Triton Wealth Management, PLLC
● SEC registered since 2018CRD 291070SEC# 801-114305Sun City, AZ
Reg. AUM
$405.1M
Employees
9
Accounts
1,729
Location
Sun City, AZ
Triton Wealth Management, PLLC assets under management
Triton Wealth Management, PLLC operates as an SEC-registered investment adviser based in Sun City, AZ. The firm has been registered since 2018. It reports $405.1 million in regulatory assets under management and employs 9 people.
Triton Wealth Management, PLLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cody Lee Ashton Control | Managing Member | 25-50% | 2018 |
| David Lee Dorsey Control | Managing Member | 25-50% | 2018 |
| Douglas Michael Palenchar | Chief Compliance Officer | Under 5% | 2026 |
| Michael Clawson Bird Control | Managing Member | 25-50% | 2018 |
| William Chad Mitton Control | Managing Member | 25-50% | 2018 |
Frequently asked questions
How much does Triton Wealth Management, PLLC manage?
Triton Wealth Management, PLLC reports $405.1 million in regulatory assets under management on its Form ADV.
How many employees does Triton Wealth Management, PLLC have?
Triton Wealth Management, PLLC reports 9 employees.
Where is Triton Wealth Management, PLLC located?
Triton Wealth Management, PLLC is based in Sun City, AZ and has been SEC-registered since 2018.
Does Triton Wealth Management, PLLC disclose fund performance?
Triton Wealth Management, PLLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13211 N 103rd Ave, Suite 4, Sun City, AZ 85351 |
| Phone | (623) 209-0850 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$405.1M▲ 7%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,306 advisers
EmployeesTop 43%
More than 57% of 16,824 advisers
Assets under management
$405.1Mregulatory AUM
Discretionary $405.1M