# Teton Wealth Management, Inc.

> Teton Wealth Management, Inc. is a state-registered investment advisory firm in Jackson, WY, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 17, 2025.

- CRD: 138520
- Filed as: TETON WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jackson, WY
- Filing period: October 2026
- Form ADV filing dated: November 17, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/138520
- AdvisorCensus page: https://advisorcensus.com/firm/teton-wealth-management-inc-jackson-wy-138520

## Quick answers

**How is Teton Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Teton Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Teton Wealth Management, Inc. located?**
Teton Wealth Management, Inc.'s principal office is in Jackson, WY, according to its Form ADV.

**Is Teton Wealth Management, Inc. registered with the SEC or a state?**
Teton Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 138520.

**How much does Teton Wealth Management, Inc. manage?**
Teton Wealth Management, Inc. reports $7,203,700 in regulatory assets under management in its Form ADV filing dated November 17, 2025 (100% discretionary).

**Does Teton Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/138520

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $7,203,700
- Discretionary: $7,203,700
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $7,203,700 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Teton Wealth Management, Inc. (CRD 138520): Form ADV filing data as of October 2026.