TETON WEALTH GROUP LLC

CRD 311230File 801-128312

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 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
Aug 12, 2026	Registration	—	APPROVED

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.