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| Happy Holidays!! thanks for using AUM13F!! |
| Tritonpoint Wealth LLC
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| CRD # | 328398 |
| SEC # | 801-128869 |
| CIK # | 0002008171 |
| AUM | $1.5 B (2025-07-30) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 301-799-9001 |
| Address | 5404 Wisconsin Ave Chevy Chase, MD 20815 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 78.6 | ||
| Microsoft Corp | 41.1 | ||
| Amazon Com Inc | 38.4 | ||
| J P Morgan Chase & Co | 27.8 | ||
| Alphabet Inc | 27.1 | ||
| Alphabet Inc | 24.7 | ||
| VISA Inc | 21.9 | ||
| Mastercard Inc | 16.6 | ||
| Intuitive Surgical Inc | 15.9 | ||
| Danaher Corp /DE/ | 14.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 192.8 |
| (b) Individuals (high net worth individuals) | 185 | 1,277.8 |
| (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 | 5 | 7.9 |
| (h) Charitable organizations | 17 | 11.9 |
| (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 | 7 | 52.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,476 | 1,542.8 |
| By Discretionary | ||
| Discretionary | 1,476 | 1,542.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,476 | 1,542.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,542.8 | |
| Total | 1,476 | 1,542.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002008171] |
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|---|---|---|
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TX | 1.6 |
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HS Management Partners LLC
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Patton Albertson Miller Group LLC
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1.5 | |
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TFC Financial Management Inc
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Amplius Wealth Advisors LLC
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PA | 1.5 |
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L Roy PAPP & Associates LLP
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AZ | 1.5 |
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St Denis J Villere & Co LLC
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LA | 1.5 |
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YCG LLC
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TX | 1.5 |