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EB

Eric C. Bird

TRITON WEALTH MANAGEMENT, P
Sun City, AZ 85351
Some features on this profile are disabled
CRD#: 7068891
EB

Professional summary

Eric Charles Bird, CFP® is a registered financial advisor currently at TRITON WEALTH MANAGEMENT, PLLC located in Sun City, Arizona.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Eric has worked at 1 firm .

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Charles Bird'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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

February 22, 2019 - Present

TRITON WEALTH MANAGEMENT, PLLC

Office #1: 13211 N 103rd Ave, Ste. 4, Sun City, AZ 85351
RIA
CRD#: 291070
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
(2/22/2019)

Exams

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 (17 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 (3/6/2026)

Regulatory assets under management

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

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/14/2025
Cover Page
Report

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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