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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tritonpoint Partners LLC
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|---|---|
| CRD # | 333259 |
| SEC # | 801-131295 |
| CIK # | |
| AUM | $110.3 M (2025-05-01) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 301-799-9001 |
| Address | 5404 Wisconsin Ave Chevy Chase, MD 20815 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 7.3 |
| (b) Individuals (high net worth individuals) | 21 | 97.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.4 |
| (h) Charitable organizations | 4 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 242 | 110.3 |
| By Discretionary | ||
| Discretionary | 242 | 110.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 242 | 110.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.3 | |
| Total | 242 | 110.3 |
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|---|---|---|
|
Ellerbrock-Norris Wealth Strategies LLC
✚
|
NE | 0.1 |
|
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WI | 0.1 |
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NC | 0.1 |
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VA | 0.1 |
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NV | 0.1 |
|
Hudson Oak Wealth Advisory LLC
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NJ | 0.1 |
|
Entelevest LLC
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|
FL | 0.1 |
|
1015 Capital Partners LLC
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|
0.1 | |
|
CornerStone Wealth Advisors Inc
✚
|
CA | 0.1 |
|
Willow Financial LLC
✚
|
AR | 0.1 |