TYTON WEALTH

Overview

Tyton Wealth operates as a boutique advisory firm organized as a limited liability company and focused on serving individuals and families. The firm manages client relationships on a discretionary basis and charges fees calculated as a percentage of assets under management. Its advisory scope centers on portfolio management for individuals and small businesses rather than institutional or pension consulting. Tyton Wealth reports that it is not an active ESG investor and does not position itself as a multi-state or capital-allocating firm; instead it relies on third-party managers where needed, particularly for alternative exposures. Investment activity is concentrated in liquid, fund-based strategies: public mutual funds and similar pooled vehicles make up the bulk of assets. That preference reflects a straightforward approach to building diversified client portfolios using professionally managed funds, supplemented by targeted allocations to real estate through external managers. The use of Interactive Brokers as the primary custodian suggests a platform-driven operating model with an emphasis on efficient trade execution and custody for fund and marketable securities exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices