Tritonpoint Wealth, LLC
Firm details
- Headquarters
- Chevy Chase, Maryland
- CRD number
- 328398
- Registered since
- October 17, 2023
- Website
- www.tritonpointwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.84%
- Individuals7.72%
- Corporations / Businesses3.2%
- Charitable Organizations0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Tritonpoint Wealth, LLC is an independent, SEC‑registered wealth advisory firm organized as an LLC and registered in 2023. The firm serves both individual and family clients as well as institutional and business accounts, offering financial planning and discretionary portfolio management across client types. Tritonpoint operates as a capital allocator and includes selection of other advisers in its service mix, combining direct portfolio management with the ability to place assets with outside managers. Fees are a mix of AUM‑based charges and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Investment Grade Corp Bonds19%
- Private Funds7%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
3 of 4
William Sterling
Partner, CIOCRD 4823837
Andrew Schiff
CEO & PartnerCRD 3167703
Gregory Blake
Chief Growth OfficerCRD 5392729
Contacts
3 of 7
Jake Schoenfeld
Senior AssociateCRD 5799437
Ryan Ferrell
Vice President and AdvisorCRD 6926185
Jake Ransom
CRD 8312897
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$329M in ETFs
96%
$316M
1%
$12.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $36.7M | 426,520 | 11.17% |
Location
Chevy Chase, MD
Montgomery
Location
Chevy Chase, MD
Headquartered in Chevy Chase, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 5404 Wisconsin Ave
- Time zone
- ET (UTC-5)
- Office locations
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