# Triton Wealth Management, PLLC

> Triton Wealth Management, PLLC is an SEC-registered investment advisory firm in Sun City, AZ, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 291070
- Filed as: TRITON WEALTH MANAGEMENT, PLLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sun City, AZ
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291070
- AdvisorCensus page: https://advisorcensus.com/firm/triton-wealth-management-pllc-sun-city-az-291070

## Quick answers

**How is Triton Wealth Management, PLLC compensated?**
On its Form ADV (Item 5.E, October 2026), Triton Wealth Management, PLLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Triton Wealth Management, PLLC charge?**
Its Form ADV Part 2A brochure dated July 9, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Triton Wealth Management, PLLC located?**
Triton Wealth Management, PLLC's principal office is in Sun City, AZ, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Triton Wealth Management, PLLC registered with the SEC or a state?**
Triton Wealth Management, PLLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291070.

**How much does Triton Wealth Management, PLLC manage?**
Triton Wealth Management, PLLC reports $405,097,587 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (100% discretionary).

**How have Triton Wealth Management, PLLC's assets and staff changed since 2021?**
In the Form ADV data for Triton Wealth Management, PLLC: Regulatory assets under management: $285,113,532 in the October 2021 data and $405,097,587 in the October 2026 data, up 42%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Triton Wealth Management, PLLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (706); high net worth individuals (147).

**Which custodians does Triton Wealth Management, PLLC use?**
Triton Wealth Management, PLLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Triton Wealth Management, PLLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291070

**What changed in Triton Wealth Management, PLLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 9, 2026)

- Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)

> The maximum annual fee charged for this service will not exceed 1.75%. Fees to be assessed will be outlined in the advisory agreement to be signed by the Client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $405,097,587
- Discretionary: $405,097,587
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 706 | $149,597,875 |
| High net worth individuals | 147 | $255,499,712 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (7 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, IL, MI, MN, MO, NE, NM, NV, OR, TX, UT, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Surprise, AZ

### Websites listed on Form ADV (Item 1.I)
- tritonwealthmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $285,113,532 | 7 | February 22, 2021 |
| October 2022 | $360,853,531 | 7 | August 10, 2022 |
| October 2023 | $309,095,348 | 8 | March 3, 2023 |
| October 2024 | $307,333,786 | 8 | February 8, 2024 |
| October 2025 | $379,504,905 | 9 | June 27, 2025 |
| October 2026 | $405,097,587 | 9 | July 9, 2026 |

Regulatory assets under management: $285,113,532 in the October 2021 data and $405,097,587 in the October 2026 data, up 42%.
Total employees: 7 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Registered or notice-filed in IL, MI, OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triton Wealth Management, PLLC (CRD 291070): Form ADV filing data as of October 2026.