TRITON WEALTH MANAGEMENT, PLLC

https://www.tritonwealthmanagement.com/ SUN CITY, AZ Investment Advisor How do I update this listing?

Triton Wealth Management, P is based out of Sun City. Triton Wealth Management, P is a large advisory firm with 603 clients and discretionary assets under management (AUM) of $213,403,401 (Form ADV from 2020-06-03). Their last reported 13F filing for Q2 2020 included $96,608,000 in managed 13F securities and a top 10 holdings concentration of 62.16%. Triton Wealth Management, P's largest holding is Schwab U.S. Large-Cap Growth ETF with shares held of 241,902. Whalewisdom has at least 2 13F filings

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06/30/2020

13F Activity

  • Market Value $96.608 Million
  • Prior Market Value $61.759 Million
  • New Purchases30 stocks
  • Additional Purchases27 stocks
  • Sold out of9 stocks
  • Reduced holdings in22 stocks
  • Top 10 Holdings % 62.16 %
  • Turnover % [1]:47.56%
  • Turnover Alt % [2]: 30.66 %
  • Time Held Top20:0.70 quarters
  • Time Held Top10:0.70 quarters
  • Time Held All:0.63 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 28.45%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

TRITON WEALTH MANAGEMENT, PLLC
13211 N 103RD AVE SUITE 4
SUN CITY AZ    85351
Country: United States

Business Phone: (623) 209-0850
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: AZ
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 155,000,000
Total Number of Clients: 603
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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TRITON WEALTH MANAGEMENT, PLLC

ownership team - last updated 2020-06-03
Name Title Start Date Direct/Indirect % Ownership
BIRD, MICHAEL, CLAWSON MANAGING MEMBER 11/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TRITON WEALTH MANAGEMENT, PLLC MANAGING MEMBER direct 2018-11-01
ASHTON, CODY, LEE MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 11/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TRITON WEALTH MANAGEMENT, PLLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2018-11-01
DORSEY, DAVID, LEE MANAGING MEMBER 11/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TRITON WEALTH MANAGEMENT, PLLC MANAGING MEMBER direct 2018-11-01
MITTON, WILLIAM, CHAD MANAGING MEMBER 11/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TRITON WEALTH MANAGEMENT, PLLC MANAGING MEMBER direct 2018-11-01

TRITON WEALTH MANAGEMENT, PLLC

ownership team - last updated 2020-02-25
Name Title Start Date Direct/Indirect % Ownership

TRITON WEALTH MANAGEMENT, PLLC

ownership team - last updated 2019-03-13
Name Title Start Date Direct/Indirect % Ownership
ASHTON, CODY, LEE MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 11/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TRITON WEALTH MANAGEMENT, PLLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2018-11-01
DORSEY, DAVID, LEE MANAGING MEMBER 11/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TRITON WEALTH MANAGEMENT, PLLC MANAGING MEMBER direct 2018-11-01
BIRD, MICHAEL, CLAWSON MANAGING MEMBER 11/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TRITON WEALTH MANAGEMENT, PLLC MANAGING MEMBER direct 2018-11-01
MITTON, WILLIAM, CHAD MANAGING MEMBER 11/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TRITON WEALTH MANAGEMENT, PLLC MANAGING MEMBER direct 2018-11-01

TRITON WEALTH MANAGEMENT, PLLC

ownership team - last updated 2018-11-29
Name Title Start Date Direct/Indirect % Ownership
ASHTON, CODY, LEE MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 11/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TRITON WEALTH MANAGEMENT, PLLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2018-11-01
DORSEY, DAVID, LEE MANAGING MEMBER 11/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TRITON WEALTH MANAGEMENT, PLLC MANAGING MEMBER direct 2018-11-01
BIRD, MICHAEL, CLAWSON MANAGING MEMBER 11/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TRITON WEALTH MANAGEMENT, PLLC MANAGING MEMBER direct 2018-11-01
MITTON, WILLIAM, CHAD MANAGING MEMBER 11/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TRITON WEALTH MANAGEMENT, PLLC MANAGING MEMBER direct 2018-11-01

ROXBURY ADVISORS LLC

ownership team - last updated 2017-12-20
Name Title Start Date Direct/Indirect % Ownership
LUNA, GARY, LYNN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 01/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
ROXBURY ADVISORS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2018-01-01

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