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764 E Winchester St. #100, Murray, UT 84107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
| AZ | RA | APPROVED | 2021-04-28 |
| UT | RA | APPROVED | 2021-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management Llc | Topeka | KS | 10/2016 | 04/2019 |
| New Millennium Insurance Group | Sandy | UT | 08/2012 | 03/2019 |
| Ca Wealth Management | Salt Lake City | UT | 09/2016 | Present |
| Sowell Management | North Little Rock | AR | 04/2019 | Present |
| Teton Wealth Group, Llc | Murray | UT | 10/2020 | Present |
| Cba Real Estate | Francis | UT | 10/2020 | Present |
| Teton Wealth Management, Llc | Murray | UT | 01/2019 | Present |
CA WEALTH- 764 E WINCHESTER ST, MURRAY, UT 84107 - CAW IS A PRIVATE FIRM THAT WAS FOUNDED TO HANDLE THE ADMINISTRATIVE, PAYROLL, AND TAX NEEDS OF MR. ALEXANDER'S EMPLOYEES. OWNER, MANAGEMENT OF BUSINESS, SEPTEMBER OF 2016 - LESS THAN 5 HOURS PER MONTH. MR. ALEXANDER DEVOTES LESS THAN 5 HOURS TO THIS BUSINES DURING THE MONTH. MR. ALEXANDER DEVOTES LESS THAN 5 HOURS TO THIS BUSINES DURING TRADING HOURS. NOT INVESTMENT RELATED. MR. ALEXANDER IS A LICENSED INSURANCE AGENT. HE HOLDS APPOINTMENTS DIRECTLY WITH VARIOUS INSURANCE COMPANIES AS WELL AS WITH TETON WEALTH MANAGEMENT, LLC. (TWM), 764 E WINCHESTER ST, MURRAY, UT 84107. MR. ALEXANDER OWNS AND MANAGES THIS TWM. MR. ALEXANDERS INVOLVEMENT WITH TWM BEGAN IN JANUARY OF 2019. MR. ALEXANDER DEVOTES LESS THAN 5 HOURS TO THIS BUSINES DURING THE MONTH. MR. ALEXANDER DEVOTES LESS THAN 5 HOURS TO THIS BUSINES DURING TRADING HOURS. INVESTMENT RELATED. CBA REAL ESTATE - 458 WILD WILLOW DR. FRANCIS, UT 84036 - REAL ESTATE HOLDINGS, OWNER, MANAGEMENT OF BUSINESS, OCTOBER OF 2020, MR. ALEXANDER DEVOTES LESS THAN LESS THAN 5 HOURS TO THIS BUSINES DURING THE MONTH. MR. ALEXANDER DEVOTES LESS THAN 5 HOURS TO THIS BUSINES DURING TRADING HOURS. THIS ENDEAVOR IS NOT INVESTMENT RELATED. Crane Creek Farms is a privately owned farm entity in which Mr. Alexander has an ownership interest. His involvement is limited to fewer than five (5) hours per week. This activity is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-16 |
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