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| Tritonpoint Wealth LLC
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|---|---|
| CRD # | 328398 |
| SEC # | 801-128869 |
| CIK # | 0002008171 |
| AUM | 1,549.5 M (2026-03-30) |
| Employees | 15 (40% Investors, 0% Brokers) |
| Phone | 301-799-9001 |
| Address | 5404 Wisconsin Ave Chevy Chase, MD 20815 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 84.5 | ||
| Alphabet Inc | 36.7 | ||
| Alphabet Inc | 36.2 | ||
| Amazon Com Inc | 33.4 | ||
| J P Morgan Chase & Co | 24.6 | ||
| Microsoft Corp | 23.0 | ||
| Express-1 Expedited Solutions Inc | 18.5 | ||
| Johnson & Johnson | 17.1 | ||
| Visa Inc | 15.8 | ||
| Lam Research Corp | 14.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 119.6 |
| (b) Individuals (high net worth individuals) | 176 | 1,376.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 3 | 3.7 |
| (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 | 6 | 49.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,113 | 1,549.5 |
| By Discretionary | ||
| Discretionary | 2,113 | 1,549.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,113 | 1,549.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,549.5 | |
| Total | 2,113 | 1,549.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002008171] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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