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Arrah-wonah M. Nester

TRITON WEALTH MANAGEMENT, PLLC
Sun City, AZ 85351
Some features on this profile are disabled
CRD#: 5928413
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Professional summary


Arrah-wonah Michael Nester is a registered financial advisor currently at TRITON WEALTH MANAGEMENT, PLLC located in Sun City, Arizona.

Arrah-wonah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Arrah-wonah has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.Triton Wealth Management. INVESTMENT RELATED. 13211 N 103RD AVE. SUITE #4. SUN CITY, AZ 85351. RIA. FINANCIAL ADVISOR. START 10/2016. 100 HOURS/MONTH, 30 DURING TRADING. FINANCIAL ADVISOR. 2. P.A.D.I. NOT INVESTMENT RELATED. SCUBA DIVING. NO ADDRESS. SCUBA INSTRUCTOR. STARTED 9/13/2018. DEVOTES 10 HRS/MO. DEVOTED 0 HRS/MO DURING TRADING. DUTIES ARE CLASSROOM TEACHING, POOL SKILLS AND OPEN WATER DIVING.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Arrah-wonah Michael Nester's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 17, 2019 - Present

TRITON WEALTH MANAGEMENT, PLLC

Office #1: 13211 N 103rd Ave Ste. 4, Sun City, AZ 85351
RIA
CRD#: 291070
Sun City, AZ
Past

September 26, 2019 - December 24, 2024

LEIGH BALDWIN & CO., LLC

BD
CRD#: 38751
Sun City, AZ
Past

October 18, 2016 - January 31, 2019

KINGSVIEW WEALTH MANAGEMENT, LLC

RIA
CRD#: 148107
Sun City, AZ
Past

October 14, 2016 - September 5, 2019

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Sun City, AZ
Past

August 3, 2011 - October 10, 2016

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
SUN CITY, AZ
Past

June 16, 2011 - October 10, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
SUN CITY, AZ

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TRITON WEALTH MANAGEMENT, PLLC
ROXBURY ADVISORS LLC | TRITON WEALTH MANAGEMENT, PLLC

CRD#: 291070 / SEC#: 801-114305

RIA
Registered Investment Advisory firm - (11/16/2018 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(1/17/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 6/28/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TW
TRITON WEALTH MANAGEMENT, PLLC
ROXBURY ADVISORS LLC | TRITON WEALTH MANAGEMENT, PLLC

CRD#: 291070 / SEC#: 801-114305

RIA
Registered Investment Advisory firm - (11/16/2018 Approved)
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Contact information


Main Address
13211 N 103rd Ave Suite 4, Sun City, AZ 85351
Mailing Address
Phone number
(623) 209-0850
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (14 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/20/2025)

Regulatory assets under management


Total Number of Accounts1,373
AUM (Assets Under Management)$ 379,504,905

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRITON WEALTH MANAGEMENT, PLLC

CRD#: 291070Sun City, AZ 85351

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