TritonPoint Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
TritonPoint Wealth reports 347 clients. They include 176 high-net-worth individuals, 162 individual clients, and 6 corporations and other businesses. Of its assets, 100.0% ($1.55B across 2,113 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 8% |
| High-net-worth individuals | 51% | 89% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 162 | $120M | 7.7% | $738K |
| High-net-worth individuals | 176 | $1.38B | 88.8% | $7.82M |
| Charitable organizations | 3 | $3.66M | 0.2% | $1.22M |
| Corporations and other businesses | 6 | $49.6M | 3.2% | $8.27M |
| Total | 347 | $1.55B | 100% | $4.47M |
- Clients
- 162
- Regulatory AUM
- $120M
- AUM share
- 7.7%
- Avg. per client
- $738K
- Clients
- 176
- Regulatory AUM
- $1.38B
- AUM share
- 88.8%
- Avg. per client
- $7.82M
- Clients
- 3
- Regulatory AUM
- $3.66M
- AUM share
- 0.2%
- Avg. per client
- $1.22M
- Clients
- 6
- Regulatory AUM
- $49.6M
- AUM share
- 3.2%
- Avg. per client
- $8.27M
Total
- Clients
- 347
- Regulatory AUM
- $1.55B
- AUM share
- 100%
- Avg. per client
- $4.47M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
TritonPoint Wealth charges 0.25%–1.50% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Fee details and sources
Andrew Schiff owns 25% to 50% of TritonPoint Wealth. The leadership team of TritonPoint Wealth includes Chief Compliance Officer Andrew Schiff. It has 15 employees, 6 of them in advisory roles.
Leadership
- Andrew SchiffManaging Member & Chief Compliance Officer
- Gregory BlakeManaging Member
- William SterlingManaging Member
- Deatra VailesManaging Member
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
- Gregory Edward Blake
- Pierre Mary Joseph De La Croix-Vaubois
- Austin Dale Edmunds
- Ryan Wilson Ferrell
- Peter Halbrook
- Jake Lawrence Ransom
- Jonathan Brett Rosner
- Howard Stuart Rothman
- Andrew Kevan Schiff
- Jake James Schoenfeld
- William Alan Sterling JR
Staff
- 15 employees
- 6 in advisory functions
- 10 state-registered reps
- 3 insurance agents
- 1 soliciting firm
- Owns 25% to 50% of Tritonpoint Wealth, LLC
Andrew Schiff
Control person · since October 2023
- Owns 10% to 25% of Tritonpoint Wealth, LLC
Dynasty Financial Partners, LLC
Control person · since September 2023
- Owns 10% to 25% of Tritonpoint Wealth, LLC
Gregory Blake
Control person · since October 2023
- Owns 10% to 25% of Tritonpoint Wealth, LLC
William Sterling
Control person · since October 2023
- Owns 10% to 25% of Tritonpoint Wealth, LLC
Deatra Vailes
Control person · since October 2023
TritonPoint Wealth’s regulatory assets grew from $1.33B (April 2024) to $1.55B (August 2026); clients were 347 in both filings and employees rose from 6 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.55B | 347 | 15 | 1 |
| July 2025 | $1.54B | 409 | 15 | 1 |
| April 2024 | $1.33B | 357 | 6 | 5 |
Besides its headquarters, TritonPoint Wealth has 0 offices, with 1 listed address in Maryland.
Maryland · 1 listed address
- 5404 Wisconsin Ave, Ste. 330, Chevy ChaseHQ
Contact and registration details
- Legal name
- Tritonpoint Wealth, LLC
- Headquarters
- 5404 Wisconsin Ave, Ste. 330, Chevy Chase, MD 20815
- Website
- tritonpointwealth.com
- Phone
- 301-799-9001
- @tritonpoint-wealth
- SEC file
- 801-128869
- Structure
- Delaware LLC
- Fiscal year end
- December
TritonPoint Wealth uses Charles Schwab ($1.52B, 98%) and Fidelity ($31.3M, 2%) as custodians for its separately managed accounts. TritonPoint Wealth has custody of $549M in client assets for 342 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.52B98%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $31.3M2%
At year end, TritonPoint Wealth’s separately managed accounts were mostly in stocks (67%) and bonds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.02B across 281 positions; the largest are Apple Inc. (9.3%), Alphabet Inc. (4.4%) and Alphabet Inc. (4.3%).
What the accounts hold
- Stocks67%
- Funds7%
- Bonds20%
- Investment grade corporate bonds19%
- U.S. government and agency bonds1%
- Cash6%
Reported 13F holdings
- $1.02B
- Reported 13F value
- 281
- Positions
- 37.2%
- In the 10 largest
- +9.0%
- Value vs. prior quarter
- Apple Inc.9.3%
- Alphabet Inc. · Cap Stk CL A4.4%
- Alphabet Inc. · Cap Stk CL C4.3%
- Amazon Com Inc.3.7%
- Vanguard Index Fds · Growth ETF3.6%
- Lam Research Corp.2.7%
- JPMORGAN Chase & CO2.6%
- Microsoft Corp.2.4%
- iShares TR · U.S. Tech ETF2.3%
- Nvidia Corporation1.9%
Together, the ten largest are 37.2% of reported value.
How many clients does TritonPoint Wealth have?
TritonPoint Wealth has 347 clients and manages $1.55 billion for them, as of August 2026. They include 176 high-net-worth individuals, 162 individual clients, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026
What services does TritonPoint Wealth offer?
TritonPoint Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does TritonPoint Wealth charge?
TritonPoint Wealth charges 0.25%–1.50% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Source: DISCLOSURE BROCHURE FOR TRITONPOINT WEALTH, LLC, filed 27 August 2026
Which custodians does TritonPoint Wealth use?
TritonPoint Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.52B and Fidelity Brokerage Services LLC (Smithfield, RI), with $31.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026
How many financial advisors does TritonPoint Wealth have?
TritonPoint Wealth has 10 investment adviser representatives registered with state securities authorities, out of 15 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does TritonPoint Wealth invest in?
At the end of its last fiscal year, TritonPoint Wealth’s separately managed accounts held 67% exchange-traded equities, 19% investment grade corporate bonds, 7% pooled vehicles (private funds and similar), 6% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns TritonPoint Wealth?
TritonPoint Wealth’s direct owners are Dynasty Financial Partners, LLC, Andrew Schiff, Gregory Blake, William Sterling and Deatra Vailes, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 August 2026
How does TritonPoint Wealth get paid?
TritonPoint Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is TritonPoint Wealth registered with the SEC?
Yes, TritonPoint Wealth has been registered with the SEC as an investment adviser since 17 October 2023. Its CRD number is 328398 and its SEC file number is 801-128869.
Source: Form ADV Part 1A, Item 1, filed 27 August 2026; IAPD firm record
How do I contact TritonPoint Wealth?
TritonPoint Wealth’s main office is at 5404 Wisconsin Ave, Ste. 330, Chevy Chase, MD 20815. Its phone number is 301-799-9001. Its website is tritonpointwealth.com.