Teton Wealth Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Murray, UT. Its latest Form ADV filing, dated March 25, 2026, reports $204M in regulatory assets under management, 24 employees, 2 offices, and 2,417 accounts.
Assets Under Management
$204M
Employees
24
Offices
2 offices
Total Clients
849
Primary office
MURRAY, UT
764 E WINCHESTER ST. #100, MURRAY, UT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.4% of total clients.
Top client categories% of clientsClients
1
Individuals
97.4%
827
2
Corporations
1.4%
12
3
Pension Plans
0.9%
8
4
HNWI
0.1%
1
5
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$204Mas of March 25, 2026
Discretionary100.0%
$204M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$204M
Total Accounts2,417
10Y AUM Change+$77M (+60.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee35:1
10Y Employee Change+2 (+9.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.