Tristan Peyton
Investment adviser representative at Tradition Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$2.6BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Tradition Wealth Management LLCOct 2025 to now
- UnemployedMar 2025 to Oct 2025
- City of BryanSep 2023 to Mar 2025
- UnemployedMay 2023 to Sep 2023
- US SolarMay 2022 to Aug 2022
- CovJun 2021 to Aug 2021
- Wayzata Country ClubJun 2021 to Aug 2021
- Texas A & M UniversityAug 2019 to May 2023
- Orono High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Tradition Wealth Management LLC
$2.6BAssets managed
2,244Clients
23Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8175451
- Firm CRD
- 128314