Tritonpoint Wealth, LLC
● SEC registered since 2023CRD 328398SEC# 801-128869Chevy Chase, MD
Reg. AUM
$1.55B
Employees
15
Accounts
2,113
Location
Chevy Chase, MD
Tritonpoint Wealth, LLC assets under management
Tritonpoint Wealth, LLC operates as an SEC-registered investment adviser based in Chevy Chase, MD. The firm has been registered since 2023. It reports $1.5 billion in regulatory assets under management and employs 15 people.
Tritonpoint Wealth, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Kevan Schiff Control | Managing Member & Chief Compliance Officer | 25-50% | 2023 |
| Deatra Latrice Vailes Control | Managing Member | 10-25% | 2023 |
| Dynasty Financial Partners, LLC Control | Llc Member-Owner | 10-25% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Tritonpoint Wealth, LLC manage?
Tritonpoint Wealth, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Tritonpoint Wealth, LLC have?
Tritonpoint Wealth, LLC reports 15 employees.
Where is Tritonpoint Wealth, LLC located?
Tritonpoint Wealth, LLC is based in Chevy Chase, MD and has been SEC-registered since 2023.
Does Tritonpoint Wealth, LLC disclose fund performance?
Tritonpoint Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5404 Wisconsin Ave, Ste. 330, Chevy Chase, MD 20815 |
| Phone | (301) 799-9001 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2008171 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.55BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$1.55Bregulatory AUM
Discretionary $1.55B