TRITON WEALTH MANAGEMENT, PLLC
CRD #291070 SEC #801-114305 SUN CITY, AZ (623) 209-0850
SEC Registered Broker-Dealer
Total AUM
$379.5M
Discretionary
$379.5M
Employees
9
Clients
0
Accounts
1,373
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $379.5M | $379.5M | $0 | 9 | 0 |
| Jun 2025 | $379.5M | $379.5M | $0 | 9 | 0 |
| Mar 2025 | $379.5M | $379.5M | $0 | 9 | 0 |
| Dec 2024 | $307.3M | $307.3M | $0 | 8 | 0 |
| Feb 2024 | $307.3M | $307.3M | $0 | 8 | 0 |
| Mar 2023 | $309.1M | $309.1M | $0 | 8 | 0 |
| Nov 2022 | $360.9M | $360.9M | $0 | 7 | 0 |
| Oct 2022 | $360.9M | $360.9M | $0 | 7 | 0 |
| Aug 2022 | $360.9M | $360.9M | $0 | 7 | 0 |
| Mar 2022 | $360.9M | $360.9M | $0 | 7 | 0 |
| Feb 2021 | $285.1M | $285.1M | $0 | 7 | 0 |
| Jun 2020 | $213.4M | $213.4M | $0 | 7 | 0 |
| Feb 2020 | $213.4M | $213.4M | $0 | 7 | 0 |
| Mar 2019 | $170M | $170M | $0 | 7 | 0 |
| Jan 2019 | $0 | $0 | $0 | 5 | 0 |
| Nov 2018 | $0 | $0 | $0 | 5 | 0 |
| Nov 2018 | $0 | $0 | $0 | 4 | 0 |
| Oct 2018 | $0 | $0 | $0 | 4 | 0 |
| Jan 2018 | $0 | $0 | $0 | 6 | 0 |
| Dec 2017 | $0 | $0 | $0 | 6 | 0 |
DateJun 2025
Total AUM$379.5M
Discretionary$379.5M
Non-Disc.$0
Employees9
Clients0
DateJun 2025
Total AUM$379.5M
Discretionary$379.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$379.5M
Discretionary$379.5M
Non-Disc.$0
Employees9
Clients0
DateDec 2024
Total AUM$307.3M
Discretionary$307.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$307.3M
Discretionary$307.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$309.1M
Discretionary$309.1M
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$360.9M
Discretionary$360.9M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$360.9M
Discretionary$360.9M
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$360.9M
Discretionary$360.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$360.9M
Discretionary$360.9M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$285.1M
Discretionary$285.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees7
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0