Triton Wealth is a small investment advisory firm based out of Aitkin, MN, specializing in providing comprehensive investment advisory services. With a single office, the firm consists of three experienced professionals dedicated to helping clients navigate the complexities of the financial market. Triton Wealth manages an average of $50,600,000 in assets per investment advisor, aligning with the industry standard. Their compensation structure offers flexibility through various options, including a percentage of assets under management, fixed fees, and hourly charges.
Triton Wealth has established a strong foothold in the employer 401K and individual investment market, with approximately half of their assets under management originating from these sources. They possess extensive expertise in managing these types of investments, enabling them to deliver tailored solutions that meet the unique financial goals and objectives of their clients.
The firm takes a discretionary approach, managing 65% of the assets under their purview, empowering them to make informed investment decisions on behalf of their clients. With an impressive client base of over 550 individuals, Triton Wealth effectively oversees a substantial $151,806,000 in assets under management.
Noteworthy figures at Triton Wealth include some of the firm's longest-tenured advisors: Wesley Hoppe, Jennifer Smith, and Michael Ryan. Their extensive experience and deep understanding of the investment landscape contribute to Triton Wealth's reputation as a reliable and trustworthy partner in guiding clients toward financial prosperity.