Teton Wealth Group LLC

RIASEC Registered

Total AUM

$204M

Discretionary

$204M

100% of AUM

Avg account

$84.4K

Accounts

2,417

Employees

Advisory reps

Firm details

Headquarters: Murray, Utah
CRD number: 311230
Registered since: July 31, 2023
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Individuals93.34%
Corporations / Businesses3.64%
HNWI2.45%
Pension & Profit Sharing Plans0.55%
Charitable Organizations0.02%
Services: Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Teton Wealth Group LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration recorded in 2023) and presents itself as a capital allocator serving both individual/family and institutional clients. Its primary fee model is a percentage of assets under management. Core advisory services include portfolio management for individuals and small businesses, selection of other advisers (manager/third‑party selection), and client education through seminars or workshops. The firm does not identify as an active ESG investor.