CRD: 291070
Triton Wealth Management, Pllc
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-16-2018
- Office Locations
- 2
Office Locations
About Triton Wealth Management, Pllc
Triton Wealth Management is a Phoenix-metro wealth management firm serving family trusts, entrepreneurs and other professionals, retirees, and young professionals. The team uses academic research and modeling to design portfolios tailored to each client’s goals and risk tolerance, integrating retirement planning with investment, estate, and tax planning (coordinating with trusted CPAs). Two local offices plus remote nationwide service; custody with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CODY LEE ASHTON
Financial Advisor
- CRD
- #5493790
- Ownership
- 25% but less than 50%
MICHAEL CLAWSON BIRD
Financial Advisor, Managing Member
- CRD
- #5705865
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Eric Charles Bird
Financial Advisor
- CRD
- #7068891
Nathaniel Duchein
--
- CRD
- #6664036
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $405,097,587 | $234,296 |
| Non-Discretionary | $0 | -- |
| Total | $405,097,587 | $234,296 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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