TRITONPOINT WEALTH, LLC
CRD #328398 SEC #801-128869 CHEVY CHASE, MD (301) 799-9001
SEC Registered Disclosures
Total AUM
$1.5B
Discretionary
$1.5B
Employees
15
Clients
0
Accounts
1,476
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.5B | $1.5B | $0 | 15 | 0 |
| Mar 2025 | $1.5B | $1.5B | $0 | 15 | 0 |
| Mar 2025 | $1.5B | $1.5B | $0 | 15 | 0 |
| Apr 2024 | $1.3B | $1.3B | $0 | 6 | 0 |
| Feb 2024 | $1.3B | $1.3B | $0 | 6 | 0 |
DateJul 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients0
DateApr 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients0