Tyton Wealth

RIASEC Registered
Total AUM
$28.5M
Discretionary
$28.5M
100% of AUM
Avg account
$491K
Accounts
58
Employees
2
Advisory reps
2

Firm details

Headquarters
Norfolk, Virginia
CRD number
329211
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI74.47%
  • Individuals25.53%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tyton Wealth operates as a limited liability company that provides fee-based portfolio management primarily for individual and family clients, as well as small businesses. The firm charges a percentage-of-AUM advisory fee and manages client assets on a discretionary basis. Tyton Wealth does not identify itself as an ESG-focused manager, is not registered as a multi-state adviser, and does not describe itself as a capital allocator or pension consultant. Its reported business activity centers on direct portfolio management rather than operating third-party advisory platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 72%, Exchange Traded Equities 23%, Cash & Cash Equivalents 4%, Derivatives 1%72%
  • Public Funds/Mutual Funds72%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents4%
  • Derivatives1%

Contacts

2 of 2
  • Martin King

    Martin King

    Managing PartnerCRD 7562063

  • Andrew Meredith

    Andrew Meredith

    Business OwnerCRD 7839627

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Norfolk, VA

Norfolk City

Location

Norfolk, VA

Headquartered in Norfolk, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
Norfolk City
Address
1035 W 25th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth