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TRITONPOINT WEALTH, LLC
CRD 328398File 801-128869
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.55B
Above cohort median (national)
Discretionary AUM
$1.55B
Clients
347
2,113 accounts
Employees
15
Above cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 17, 2023
- Principal office
- 5404 WISCONSIN AVE, STE. 330, CHEVY CHASE, MD, 20815
- Phone
- (301) 799-9001
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.55B
- Discretionary AUM
- $1.55B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,113
- Non-discretionary accounts
- 0
- Total accounts
- 2,113
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $49.6M |
| Charitable organizations | 3 | $3.7M |
| High net worth individuals | 176 | $1.38B |
| Individuals (other than high net worth individuals) | 162 | $119.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.