$28.5M Total AUM
$28.5M Disc. AUM
-- 3Y CAGR
2 Employees
34 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2024
- Office Locations
- 2
Office Locations
1035 W 25th ST Suite B2 Norfolk VA
-- Kent --
About Tyton Wealth
Tyton Wealth Management LLC is an SEC-registered RIA based in Virginia providing retirement account setup/maintenance, bespoke risk-rated portfolio management, and discretionary managed accounts for HNWIs and accredited investors. The firm builds lifecycle-focused investment portfolios and supports custody through platforms such as Interactive Brokers (also Schwab).
Team overview
-- AVG AGE
$14.2M AVG AUM / ADVISOR
$837.6K AVG AUM / CLIENT
2.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Andrew Clarke Meredith
Chief Compliance Officer, Managing Member, Owner
- CRD
- #7839627
- Ownership
- 75% or more
Available
Available
Available
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M
Martin Daniel King
--
- CRD
- #7562063
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,478,203 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,478,203 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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