Arrah-Wonah
Nester

Triton Wealth Management, Pllc

CRD#5928413
Investment Advisor
in Sun City, AZ

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About this Advisor

Arrah-Wonah Nester is a financial advisor who works out of Sun City, Arizona, with a total of 4 years of relevant experience. Nester is currently employed by Triton Wealth Management, Pllc. Over the course of their career, they have held roles at Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Kingsview Asset Management, Purshe Kaplan Sterling Investments, Triton Wealth Management, Pllc, Leigh Baldwin & Co LLC, Primary Az Financial and Pump It Up. Nester has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona. Triton Wealth Management, Pllc is a financial advisory company operating out of Sun City, AZ. The firm has a total of eight advisors. It manages $309 million in total assets across its 1,513 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,513 client accounts, just 13% are associated with high-net-worth investors who have at least $1 million in investable assets. Triton Wealth Management, Pllc offers a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely are based on the type of services. Fee types charged by Triton Wealth Management, Pllc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

13211 N 103Rd Ave Ste. 4
Sun City, AZ 85351

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Triton Wealth Management, Pllc Brokerage Details

Total Assets Under Management

$309,095,348

AZ Average: $1,555,372,352
Total Number of Employees

8

AZ Average: 37
Total Number of Accounts

1,513

AZ Average: 1,370
Average Account Size

$204,293

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Arrah-Wonah Nester Work History

Arrah-Wonah has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Leigh Baldwin & Co LLC

2018 - Present (6 years)

Triton Wealth Management, Pllc

2016 - 2018 (2 years)

Kingsview Asset Management

2016 - 2019 (3 years)

Purshe Kaplan Sterling Investments

2012 - 2017 (5 years)

Pump It Up

2011 - 2016 (5 years)

Raymond James Financial Services

2011 - 2016 (5 years)

Raymond James Financial Services Advisors Inc

2011 - 2016 (5 years)

Primary Az Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Arrah-Wonah Nester to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Triton Wealth Management, Pllc

Brian Smalley
Sun City, AZ
David Dorsey
Sun City, AZ
Michael Bird
Sun City, AZ
Arrah-Wonah Nester
Sun City, AZ
Cody Ashton
Sun City, AZ
Eric Bird
Sun City, AZ
William Mitton
Sun City, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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