Teton Wealth Group LLC logo

Teton Wealth Group LLC

Updated today

Client assets under management

$195,434,035

Clients

828

0% high-net worth

Advisors

8

of 24 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

104

High

Average account size

$236,031

About

Teton Wealth Group, LLC is a fee-based investment adviser that serves individuals, retirement plans, charitable organizations and corporations, offering discretionary and non‑discretionary portfolio management, model portfolio implementation, financial planning (standalone or integrated) and consulting services. The firm also advises on certain noncustodial products such as annuities and assets held in employer‑sponsored retirement plans.

The firm follows an active, asset‑allocation centered approach, constructing and rebalancing model portfolios that may include equities, ETFs, mutual funds, interval funds, fixed income, structured investments and linked notes, and it employs fundamental, quantitative, technical and cyclical analysis in its investment process. Accounts are monitored on a regular basis (generally with quarterly rebalancing) and Teton manages discretionary accounts where it executes day‑to‑day trades within agreed guidelines while also offering non‑discretionary and consultative engagements.

Noteworthy aspects disclosed in the Form ADV include affiliations with an insurance/annuity entity (Teton Wealth Management, LLC) and a tax preparation affiliate (Teton Tax Services, LLC), as well as the firm’s practice of holding educational seminars and workshops; the brochure describes policies and disclosures the firm uses to address the related conflicts of interest. The brochure also notes the use of less‑typical instruments in its models (e.g., linked notes and structured products) and reports approximately $204 million in discretionary assets under management across eight advisors and 828 client relationships.

Client services

Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Annuities General tax planning Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

1.00%

Commissions

Commissions earned on insurance products sold through affiliated insurance agency.

Main office location

Teton Wealth Group LLC

764 E Winchester St. #100

Murray UT 84107, United States

Number of offices

3

Most active in

Arizona · California · Idaho · Louisiana · Nevada · Oklahoma · Texas · Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ethan M

Series 65

Murray, UT

Teton Wealth Group LLC

Ethan Millard is a financial advisor at Teton Wealth Group LLC with six years of industry experience. He holds a Series 65 designation and has worked at Teton Wealth Group since 2020, with prior experience at Sowell Management and New Millennium Group. Outside of finance, Millard hosts a podcast on KSL News Radio. Teton Wealth Group provides investment management services primarily to individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm utilizes a model portfolio approach that incorporates fundamental, cyclical, and technical analysis, offering both discretionary and non-discretionary management options.

Wealth management Annuities General tax planning Retirement income strategy Founder/Business Owner Executive
user avatar

Clayton A

Series 65

Murray, UT

Teton Wealth Group LLC

Clayton Alexander is a financial advisor with Teton Wealth Group LLC in Murray, Utah, holding a Series 65 designation and nine years of industry experience. His prior work includes roles at AE Wealth Management LLC and New Millennium Insurance Group. Outside of advisory work, he owns and manages CA Wealth, a private firm handling administrative and payroll services for his employees. Teton Wealth Group provides investment management primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm uses in-house model portfolios and a combination of fundamental, cyclical, and technical analysis to tailor investment strategies to clients’ needs.

Wealth management Annuities General tax planning Retirement income strategy Founder/Business Owner Executive
user avatar

Christopher C

Series 66

Murray, UT

Teton Wealth Group LLC

Christopher Cook is a financial advisor at Teton Wealth Group LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Thrivent Financial and Thrivent Investment Management Inc. Cook served in the United States Marine Corps for five years. Teton Wealth Group provides investment management services primarily to individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm employs a model portfolio approach developed by an in-house Portfolio Management Team and integrates fundamental, cyclical, and technical analysis in its investment process.

Wealth management Annuities General tax planning Retirement income strategy Founder/Business Owner Executive
user avatar

Austin S

Series 63, Series 65

Murray, UT

Teton Wealth Group LLC

Austin Stott is a financial advisor at Teton Wealth Group LLC with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Fidelity Investments and RISE Services, Inc. He has also been involved with BYU First-Year Peer Mentoring. Teton Wealth Group primarily serves individual clients, including high-net-worth individuals, as well as trusts, estates, retirement accounts, and business entities. The firm uses a model portfolio approach managed by an in-house team, incorporating various investment strategies and offering discretionary and non-discretionary options.

Wealth management Annuities General tax planning Retirement income strategy Founder/Business Owner Executive
user avatar

Sean S

Series 63, Series 65

Murray, UT

Teton Wealth Group LLC

Sean Snow is a financial advisor at Teton Wealth Group LLC with three years of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience at NFP Retirement, Fidelity Investments, and Utah Valley University. Outside of his advisory role, he holds an insurance producer license and engages in the sale of insurance products on a limited basis. Teton Wealth Group provides investment management primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm employs a model portfolio approach tailored to each client’s financial situation and utilizes fundamental, cyclical, and technical analysis in its investment process.

Wealth management Annuities General tax planning Retirement income strategy Founder/Business Owner Executive
user avatar

Douglas F

Series 65

Murray, UT

Teton Wealth Group LLC

Douglas Ferrell is a Series 65 licensed financial advisor with seven years of industry experience. He is currently with Teton Wealth Group LLC, where he has worked since 2020, and also has roles with Sowell Management Services and D & M Financial, LLC, the latter being a business he manages primarily for bookkeeping and tax organization. Additionally, he is an owner and investor in NuBody Nutrition, LLC, a nutrition products company. Teton Wealth Group provides investment management services primarily to individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm employs a portfolio management team that uses fundamental, cyclical, and technical analysis to build model portfolios tailored to clients’ financial situations and risk tolerances.

Wealth management Annuities General tax planning Retirement income strategy Founder/Business Owner Executive
user avatar

Darren W

Series 63, Series 65

Murray, UT

Teton Wealth Group LLC

Darren Woodward is a financial advisor at Teton Wealth Group LLC in Murray, UT, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Teton Wealth Group in 2022, he worked at the University of Kentucky and Arizona State University. Teton Wealth Group provides investment management primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm uses a model portfolio approach based on fundamental, cyclical, and technical analysis, offering both discretionary and non-discretionary management tailored to each client’s financial situation and objectives.

Wealth management Annuities General tax planning Retirement income strategy Founder/Business Owner Executive
user avatar

Spencer W

Series 65

Murray, UT

Teton Wealth Group LLC

Spencer Webb is a financial advisor at Teton Wealth Group LLC with one year of industry experience. He holds a Series 65 designation and previously worked at AMP Smart and in physical therapy and sports therapy roles. Outside of advising, he is a licensed insurance agent involved in the sale of life insurance products. Teton Wealth Group provides investment management primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm employs an in-house Portfolio Management Team to build and implement model portfolios tailored to client needs, utilizing fundamental, cyclical, and technical analysis alongside various trading strategies.

Wealth management Annuities General tax planning Retirement income strategy Founder/Business Owner Executive
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