TETON WEALTH GROUP LLC

CRD 311230File 801-128312

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$204.0M

Below cohort median (national)

Discretionary AUM

$204.0M

Clients

849

2,417 accounts

Employees

Below cohort median in UT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jul 31, 2023
Principal office: 764 E WINCHESTER ST. #100, MURRAY, UT, 84107
Phone: 844-838-6600
Website: https://retireteton.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $204.0M
Discretionary AUM: $204.0M
Non-discretionary AUM: $0
Discretionary accounts: 2,417
Non-discretionary accounts: 0
Total accounts: 2,417
AUM per client: $240K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$7.4M
Charitable organizations	Fewer than 5	$40K
High net worth individuals	Fewer than 5	$5.0M
Pension and profit sharing plans	8	$1.1M
Individuals (other than high net worth individuals)	827	$190.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	786	849	increased by63
Apr 1, 2026	AUM	$165,459,932	$204,022,603	increased by$38,562,671
Apr 1, 2026	Accounts	1,975	2,417	increased by442
May 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TETON WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TETON WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.