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

Clients

Accounts

1,476

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 30, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BUTTE, ANDREW, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUTTE, ANDREW, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUTTE, ANDREW, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUTTE, ANDREW, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA	Control
MORRIS, JONATHAN, RICHARD	I	CHIEF LEGAL AND GOVERNANCE OFFICER	NA	Control
MORRIS, JONATHAN, RICHARD	I	CHIEF LEGAL AND GOVERNANCE OFFICER	NA	Control
MORRIS, JONATHAN, RICHARD	I	CHIEF LEGAL AND GOVERNANCE OFFICER	NA	Control
MORRIS, JONATHAN, RICHARD	I	CHIEF LEGAL AND GOVERNANCE OFFICER	NA	Control
DYNASTY FINANCIAL PARTNERS, LLC	DE	LLC MEMBER-OWNER	E	Control
DYNASTY FINANCIAL PARTNERS, LLC	DE	LLC MEMBER-OWNER	E	Control
DYNASTY FINANCIAL PARTNERS, LLC	DE	LLC MEMBER-OWNER	E	Control
DYNASTY FINANCIAL PARTNERS, LLC	DE	LLC MEMBER-OWNER	E	Control
SCHIFF, ANDREW, KEVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SCHIFF, ANDREW, KEVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SCHIFF, ANDREW, KEVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SCHIFF, ANDREW, KEVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SCHIFF, ANDREW, KEVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SCHIFF, ANDREW, KEVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SCHIFF, ANDREW, KEVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
BLAKE, GREGORY, EDWARD	I	MANAGING MEMBER	B	Control
BLAKE, GREGORY, EDWARD	I	MANAGING MEMBER	B	Control
BLAKE, GREGORY, EDWARD	I	MANAGING MEMBER	B	Control
BLAKE, GREGORY, EDWARD	I	MANAGING MEMBER	B	Control
BLAKE, GREGORY, EDWARD	I	MANAGING MEMBER	B	Control
BLAKE, GREGORY, EDWARD	I	MANAGING MEMBER	B	Control
BLAKE, GREGORY, EDWARD	I	MANAGING MEMBER	B	Control
DYNASTY FINANCIAL PARTNERS, LLC	DE	LLC MEMBER-OWNER	B	Control
DYNASTY FINANCIAL PARTNERS, LLC	DE	LLC MEMBER-OWNER	B	Control
DYNASTY FINANCIAL PARTNERS, LLC	DE	LLC MEMBER-OWNER	B	Control
DYNASTY FINANCIAL PARTNERS, LLC	DE	LLC MEMBER-OWNER	B	Control
DYNASTY FINANCIAL PARTNERS, LLC	DE	LLC MEMBER-OWNER	B	Control
DYNASTY FINANCIAL PARTNERS, LLC	DE	LLC MEMBER-OWNER	B	Control
DYNASTY FINANCIAL PARTNERS, LLC	DE	LLC MEMBER-OWNER	B	Control
STERLING, WILLIAM, ALAN	I	MANAGING MEMBER	B	Control
STERLING, WILLIAM, ALAN	I	MANAGING MEMBER	B	Control
STERLING, WILLIAM, ALAN	I	MANAGING MEMBER	B	Control
STERLING, WILLIAM, ALAN	I	MANAGING MEMBER	B	Control
STERLING, WILLIAM, ALAN	I	MANAGING MEMBER	B	Control
STERLING, WILLIAM, ALAN	I	MANAGING MEMBER	B	Control
STERLING, WILLIAM, ALAN	I	MANAGING MEMBER	B	Control
VAILES, DEATRA	I	MANAGING MEMBER	B	Control
VAILES, DEATRA	I	MANAGING MEMBER	B	Control
VAILES, DEATRA	I	MANAGING MEMBER	B	Control
VAILES, DEATRA	I	MANAGING MEMBER	B	Control
VAILES, DEATRA	I	MANAGING MEMBER	B	Control
VAILES, DEATRA	I	MANAGING MEMBER	B	Control
VAILES, DEATRA, LATRICE	I	MANAGING MEMBER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
DYNASTY FINANCIAL HOLDINGS, LLC	DE	DYNASTY FINANCIAL PARTNERS, LLC	E	Control
DYNASTY FINANCIAL HOLDINGS, LLC	DE	DYNASTY FINANCIAL PARTNERS, LLC	E	Control
DYNASTY FINANCIAL HOLDINGS, LLC	DE	DYNASTY FINANCIAL PARTNERS, LLC	E	Control
DYNASTY FINANCIAL HOLDINGS, LLC	DE	DYNASTY FINANCIAL PARTNERS, LLC	E	Control
GF HUDSON, LLC	DE	GF DYNASTY HOLDINGS, LLC	E	Control
GF HUDSON, LLC	DE	GF DYNASTY HOLDINGS, LLC	E	Control
GF HUDSON, LLC	DE	GF DYNASTY HOLDINGS, LLC	E	Control
GF HUDSON, LLC	DE	GF DYNASTY HOLDINGS, LLC	E	Control
GF-DYNASTY HOLDINGS, LLC	DE	DYNASTY FINANCIAL PARTNERS, LLC	E	Control
GF-DYNASTY HOLDINGS, LLC	DE	DYNASTY FINANCIAL PARTNERS, LLC	E	Control
GFNY, LLC	DE	GF HUDSON, LLC	E	Control
GFNY, LLC	DE	GF HUDSON, LLC	E	Control
GFNY, LLC	DE	GF HUDSON, LLC	E	Control
GFNY, LLC	DE	GF HUDSON, LLC	E	Control
GF DYNASTY HOLDINGS, LLC	DE	DYNASTY FINANCIAL HOLDINGS, LLC	C	Control
GF DYNASTY HOLDINGS, LLC	DE	DYNASTY FINANCIAL HOLDINGS, LLC	C	Control
GF DYNASTY HOLDINGS, LLC	DE	DYNASTY FINANCIAL HOLDINGS, LLC	C	Control
GF DYNASTY HOLDINGS, LLC	DE	DYNASTY FINANCIAL HOLDINGS, LLC	C	Control

Registrations

Federal

Jul 30, 2025 REGISTERED

Notice Filings (21)

AZ CA CO CT DC DE FL GA IL MA MD ME MI NC NE NH NY PA TX VA WA

Address

5404 WISCONSIN AVE
STE. 330
CHEVY CHASE, MD 20815
United States

Phone: (301) 799-9001