Triton Wealth Management, Pllc

Triton Wealth Management, PLLC is a financial advisor firm based in Sun City, Arizona, established in 2018. The firm's ownership is equally shared among Cody Ashton, David Dorsey, Michael Bird, and William Mitton, who are also Investment Adviser Representatives. Triton Wealth Management offers comprehensive portfolio management services, including asset management, financial planning, and consulting. The firm acts as a fiduciary, always prioritizing clients' best interests. Investment strategies include asset allocation, fixed income, and long-term and short-term purchases. The firm manages $379,504,905 on a discretionary basis as of December 31, 2024. Fees for comprehensive portfolio management services do not exceed 1.75% annually and are billed quarterly. Clients may incur transaction fees and other expenses, including a $15 technology fee per account each quarter. Triton Wealth Management does not charge performance-based fees and allows clients to place reasonable restrictions on investments. The firm recommends using Schwab as a custodian and broker. Clients receive account statements directly from the custodian at least quarterly. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure.