TRITONPOINT WEALTH, LLC

4445 Willard Ave.
Ste. 600
Chevy Chase, Maryland 20815
Tel: (301) 799-9001

About TRITONPOINT WEALTH, LLC

TRITONPOINT WEALTH, LLC, formally registered with the SEC as TRITONPOINT WEALTH, LLC. The firm was established in 10/17/2023. They have over 5 offices throughout the country.

TRITONPOINT WEALTH, LLC is a Chevy Chase, Maryland based Financial Planning firm with nearly $1,328,788,451 assets under management, offering retirement planning & investment advisory services to 1654 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328398
SEC#	801-128869
Assets Managed by Firm	$1,328,788,451
No. of Clients	1654
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1654	$1,328,788,451
Individuals (other than high net worth individuals)	164	$151,471,876
High net worth individuals	164	$1,113,265,070
Pension and profit sharing plans	11	$13,760,346
Charitable organizations	9	$22,181,574
Corporations or other businesses	9	$28,109,585

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