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TETON WEALTH GROUP LLC

MURRAY, UT · CRD 311230 · IAPD ↗ · retireteton.com · 844-838-6600

$204.0MRegulatory AUM
8Advisory reps
24Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — TETON WEALTH GROUP LLC notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — TETON WEALTH GROUP LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — TETON WEALTH GROUP LLC reported RAUM up 29% ($128.4M -> $165.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — TETON WEALTH GROUP LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — TETON WEALTH GROUP LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — TETON WEALTH GROUP LLC now reports custody of client assets ($42.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.