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| Tritonpoint Wealth LLC
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| |
|---|---|
| CRD # | 328398 |
| SEC # | 801-128869 |
| CIK # | 0002008171 |
| AUM | $1.3 BB (2024-02-14) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 301-799-9001 |
| Address | 4445 Willard Ave Chevy Chase, MD 20815 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 85.9 | |
| MSFT | 1,918,222.4 | 36.3 | |
| AMZN | 1,092,997.8 | 33.7 | |
| GOOGL | 1,475,138.5 | 28.7 | |
| GOOG | 1,482,566.4 | 27.0 | |
| BNL | 3,555.4 | 20.1 | |
| DHR | 183,136.1 | 19.8 | |
| JPM | 340,169.2 | 19.5 | |
| V | 419,260.5 | 16.2 | |
| XPO | 5,570.3 | 14.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 151.5 |
| (b) Individuals (high net worth individuals) | 164 | 1,113.3 |
| (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 | 11 | 13.8 |
| (h) Charitable organizations | 9 | 22.2 |
| (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 | 9 | 28.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,654 | 1,328.8 |
| By Discretionary | ||
| Discretionary | 1,654 | 1,328.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,654 | 1,328.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,328.8 | |
| Total | 1,654 | 1,328.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002008171] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SLOY Dahl & Holst LLC
✚
|
WA | 1.3 |
|
Marco Investment Management LLC
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|
GA | 1.3 |
|
Carolinas Wealth Consulting LLC
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NC | 1.3 |
|
SNS Financial Group LLC
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MN | 1.3 |
|
The Hoerner Planning Group LLC
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VA | 1.3 |
|
Fiduciary Wealth Partners LLC
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MA | 1.3 |
|
Fourthought Financial Partners LLC
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FL | 1.3 |
|
NBT Capital Management Inc
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|
NY | 1.3 |
|
AGP / Alliance Global Partners LLC
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CT | 1.3 |
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World Investments Inc
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NJ | 1.3 |