$7.2M Total AUM
$7.2M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
9 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-11-2017
- Office Locations
- 1
Office Locations
-- Jackson WY
About Teton Wealth Management, Inc.
Teton Wealth Management is a Jackson, Wyoming-based, founder-led wealth management firm providing holistic financial planning and portfolio guidance across retirement, college, and small-business planning. The practice emphasizes risk-aware, long-term strategies and primarily implements client portfolios through ETF-based SMAs.
Team overview
63 AVG AGE
$7.2M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
RICHARD DALE BLOOM
Chief Compliance Officer, Founder, President
- CRD
- #5068014
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,203,700 | $503,139 |
| Non-Discretionary | $0 | $104,498 |
| Total | $7,203,700 | $414,552 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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