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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) |
| Fees | |
| Minimum | |
| Phone | 301-799-9001 |
| Address | 5404 Wisconsin Ave Chevy Chase, MD 20815 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002008171 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Wal Mart Stores Inc | 14.3 | ||
| Dover Corp | 13.7 | ||
| Nvidia Corp | 13.4 | ||
| Mastercard Inc | 13.1 | ||
| Broadstone Net Lease Inc | 12.8 | ||
| Intuitive Surgical Inc | 12.6 | ||
| TJX Companies Inc /DE/ | 12.2 | ||
| Danaher Corp /DE/ | 11.8 | ||
| Thermo Fisher Scientific Inc | 9.7 | ||
| Ace Ltd | 9.6 | ||
| Chevron Corp | 9.0 | ||
| Wells Fargo & Co/MN | 8.6 | ||
| Kraft Foods Inc | 8.3 | ||
| Boeing Co | 8.1 | ||
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| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Royal Fund Management LLC
✚
|
FL | 1,557.5 M |
|
Burton Enright Welch
✚
|
CA | 1,553.1 M |
|
Roble Belko and Company Inc
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|
PA | 1,552.9 M |
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Regatta Capital Group LLC
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CA | 1,551.7 M |
|
Murray Financial Group LLC
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|
MN | 1,551.2 M |
|
CCM Investment Advisers LLC
✚
|
SC | 1,549.6 M |
|
Fiduciary Wealth Partners LLC
✚
|
MA | 1,544.4 M |
|
Activ8 Family Office LLC
✚
|
VA | 1,542.4 M |
|
Cutler Investment Counsel LLC
✚
|
OR | 1,541.7 M |
|
YCG LLC
✚
|
TX | 1,541.5 M |