Investment adviser · CRD 132601
TRITON WEALTH MANAGEMENT
Investment adviser filing (IA)
TRITON WEALTH MANAGEMENT, LLC
CHESTER, MD, United States · Form ADV filed Mar 31, 2015
- Regulatory AUM
- $154M Form ADV · Item 5.F
- Client accounts
- 1,013 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
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: Mar 31, 2015. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
116 S. PINEY ROAD, SUITE 204CHESTER, MD, 21619, United States
CRD 132601
Filing source
Form ADV 904920 · Mar 31, 2015 · 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.