Investment adviser · CRD 323255
TRITON WEALTH
Investment adviser filing (IA)
RYAN & HOPPE INVESTMENT MANAGEMENT, LLC
AITKIN, MN, United States · Form ADV filed Jul 1, 2025
- Regulatory AUM
- $231M Form ADV · Item 5.F
- Client accounts
- 917 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 376 | $81,969,363 | 35.5% |
| High-net-worth individuals | 34 | $74,938,016 | 32.5% |
| Retirement plans | 9 | $70,904,182 | 30.7% |
| Government entities | Fewer than 5 | $2,480,079 | 1.1% |
| Charities | Fewer than 5 | $427,166 | 0.2% |
Filing source
Form ADV 2001156 · Jul 1, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 1, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
312 MINNESOTA AVE N SUITE 2004AITKIN, MN, 56431, United States
CRD 323255
Filing source
Form ADV 2001156 · Jul 1, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.