Cody
Ashton
Triton Wealth Management, Pllc
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About this Advisor
Cody Ashton is a financial advisor who works out of Sun City, Arizona, with a total of 5 years of relevant experience. Ashton works at Triton Wealth Management, Pllc. The advisor has gained experience at Raymond James Financial Services, Inc, Ashton Financial, Raymond James Financial Services Advisors, Inc, Insurance - Non-Variable, Primary Az Financial, Kingsview Asset Management, Purshe Kaplan Sterling Investments, Triton Wealth Management, Pllc and Leigh Baldwin & Co., LLC. Ashton has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Arizona. Triton Wealth Management, Pllc is an advisory firm operating out of Sun City, AZ. The investment advisory business has a total of eight people on staff. It has $309 million in total assets across its 1,513 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,513 accounts, just 13% are held by high-net-worth clients who have at least $1 million in investable assets. The business performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services depend on which services the firm provides the client. However, fees charged by Triton Wealth Management, Pllc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triton Wealth Management, Pllc Brokerage Details
$309,095,348
8
1,513
$204,293
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cody Ashton Work History
Cody has been registered as a financial advisor for 5 years.*
Leigh Baldwin & Co., LLC
Triton Wealth Management, Pllc
Insurance - Non-Variable
Kingsview Asset Management
Purshe Kaplan Sterling Investments
Ashton Financial
Primary Az Financial
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
*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 Cody Ashton 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
Sun City, AZ
Sun City, AZ
Sun City, AZ
Sun City, AZ
Sun City, AZ
Sun City, AZ
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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