Tritonpoint Wealth, LLC
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
FINTRXOverview
Tritonpoint Wealth, LLC is an independent registered investment adviser that entered SEC registration in 2023. The firm operates as a limited liability company and serves both high‑net‑worth individuals and institutional clients. Its advisory work includes financial planning, discretionary portfolio management for individuals and small businesses as well as for institutions, and the selection of third‑party advisers. Tritonpoint uses a mix of percentage‑of‑AUM and fixed fee arrangements and describes itself as an active capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Investment Grade Corp Bonds19%
- Private Funds7%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$324M in ETFs
96%
$312M
1%
$12.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $38.6M | 428,230 | 11.90% |
Location
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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