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TRITONPOINT WEALTH, LLC
CRD 328398 · SEC 801-128869
5404 WISCONSIN AVE, STE. 330, CHEVY CHASE, MD, 20815, United States
Phone
(301) 799-9001
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.55B
Discretionary AUM
$1.55B
Team
15 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 162 | $119.6M |
| High net worth individuals | 176 | $1.38B |
| Charitable organizations | 3 | $3.7M |
| Corporations/business entities | 6 | $49.6M |
States served
AZ, CA, CO, DE, DC, GA, IL, ME, MD, MA, MI, NE, NY, NC, PA, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD