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 registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individual/family clients and institutional accounts and positions itself as a capital allocator that can select third‑party managers on behalf of clients. Its advisory services include comprehensive financial planning and portfolio management for individuals, small businesses and institutional clients, along with manager selection. Fee arrangements combine percentage‑of‑AUM billing with fixed fees. Tritonpoint does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

    William Sterling

    Partner, CIOCRD 4823837

  • Gregory Blake

    Gregory Blake

    Chief Growth OfficerCRD 5392729

  • Andrew Schiff

    Andrew Schiff

    CEO & PartnerCRD 3167703

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Contacts

3 of 7
  • Peter Halbrook

    Peter Halbrook

    Investment Advisor RepresentativeCRD 5684666

  • Howard Rothman

    Howard Rothman

    Managing DirectorCRD 5685224

  • Ryan Ferrell

    Ryan Ferrell

    Vice President and AdvisorCRD 6926185

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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

$329M in ETFs

Passive

96%

$316M

Active

1%

$12.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$36.7M426,52011.17%
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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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