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Tyton Wealth

Updated today

Client assets under management

$28,478,203

Clients

34

47% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

17

Very Low

Average account size

$837,594

About

Tyton Wealth Management provides discretionary portfolio management and investment planning primarily to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each relationship and conducting ongoing portfolio monitoring. The firm reported approximately $28.5 million in discretionary assets across about 34 client relationships managed by two advisors and maintains an account minimum of $500,000 that may be waived at its discretion.

The firm uses a mix of cyclical, fundamental, technical analysis and modern portfolio theory and generally favors ETF-based portfolios while also recommending mutual funds, equities, fixed income, REITs, commodities, TIPS and non‑U.S. securities. TWML implements both long‑term trading and higher‑risk techniques — including options (covering covered and uncovered strategies), margin transactions and short sales — and typically manages client accounts on a discretionary basis as documented in each client’s IPS.

Noteworthy for a firm of this size, the firm’s principal discloses an outside business providing B2B administrative and management consulting to foreign, non‑U.S. domiciled insurance companies and allocates about 30 hours per month to that activity, a disclosure relevant to assessing potential conflicts and time commitments. The combination of a recent formation (late 2023) coupled with rapid AUM growth to over $28 million by December 2025, explicit use of leveraged and derivative strategies, and custody relationships with both Charles Schwab Advisor Services and Interactive Brokers differentiates TWML from many peers.

Client services

Portfolio management

Expertise

Options & derivatives strategies Passive / index investing Real estate investing

Fee options

Percentage

$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.2% $1,000,001 - $5,000,000: 1.0% $5,000,000 - $10,000,000: 0.95% $10,000,001+: 0.90%

Other

Account minimum: $500,000 (may be waived at firm's discretion)

Main office location

Tyton Wealth

1035 W 25 Th St, Suite B2

Norfolk VA 23517, United States

Number of offices

3

Most active in

Texas · Virginia

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

Andrew M

Series 65

Norfolk, VA

Tyton Wealth

Andrew Meredith is a financial advisor at Tyton Wealth with a Series 65 designation and two years of industry experience. He has held roles at Meredith Consulting KK and Tyton Capital Advisors prior to his current position. Outside of advising, Meredith is the owner and CEO of Global Admin Services LTD, a management consulting firm serving foreign companies in the non-U.S. domiciled insurance industry. Tyton Wealth Management provides discretionary portfolio management and investment planning primarily to individual and high-net-worth clients, employing a mix of cyclical, fundamental, and technical analysis alongside modern portfolio theory. The firm manages approximately $28.5 million in assets and utilizes ETF-based portfolios as well as a range of other securities, implementing both long-term and higher-risk strategies on a discretionary basis.

Options & derivatives strategies Passive / index investing Real estate investing
user avatar

Martin K

Series 65

Norfolk, VA

Tyton Wealth

Martin King is a Series 65-licensed financial advisor at Tyton Wealth with two years of industry experience. He has prior experience managing client relationships and consulting on international investment and insurance through Tyton Capital Advisors from 2013 to 2018. Outside of his advisory work, King serves as CEO of Housekey, a real estate investment and consulting firm based in Tokyo. Tyton Wealth Management provides discretionary portfolio management and investment planning primarily to individual and high-net-worth clients, utilizing a combination of cyclical, fundamental, and technical analysis alongside modern portfolio theory. The firm manages approximately $28.5 million in assets across 34 client relationships and employs both long-term and higher-risk trading strategies, including options and margin transactions.

Options & derivatives strategies Passive / index investing Real estate investing
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