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TRITON WEALTH

AITKIN, MN · CRD 323255 · IAPD ↗ · 218-927-2427

$230.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — TRITON WEALTH (AITKIN, MN) left the SEC roster (was $230.7M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
60
April 2024 — TRITON WEALTH reported RAUM up 28% ($151.8M -> $194.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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