TRITONPOINT WEALTH, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$733K
Accounts
2,113
Employees
15
Advisory reps
11

Firm details

Headquarters
CHEVY CHASE, Maryland
CRD number
328398
Registered since
October 17, 2023
Website
www.tritonpointwealth.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI88.84%
  • Individuals7.72%
  • Corporations / Businesses3.2%
  • Charitable Organizations0.24%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tritonpoint Wealth, LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, providing financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing alongside fixed fees. Tritonpoint is not positioned as an ESG specialist and reports advisory activities concentrated on traditional wealth management and outsourced manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Investment Grade Corp Bonds 19%, Private Funds 7%, Cash & Cash Equivalents 6%, US Government Bonds 1%67%
  • Exchange Traded Equities67%
  • Investment Grade Corp Bonds19%
  • Private Funds7%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%

Owners & executives

3 of 4

  • WILLIAM STERLING

    Partner, CIOCRD 4823837

  • ANDREW SCHIFF

    CEO & PartnerCRD 3167703

  • GREGORY BLAKE

    Chief Growth OfficerCRD 5392729

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Contacts

3 of 7

  • Jake Schoenfeld

    AssociateCRD 5799437

  • Ryan Ferrell

    Vice President and AdvisorCRD 6926185

  • HOWARD ROTHMAN

    Managing DirectorCRD 5685224

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 109

Active vs passive

$307M in ETFs

Passive

96%

$295M

Active

1%

$12M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$40.8M93,38413.30%
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Location

Primary office

CHEVY CHASE, MD

MONTGOMERY

Location

CHEVY CHASE, MD

Headquartered in CHEVY CHASE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
5404 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth