| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Kevan Schiff Control | Managing Member & Chief Compliance Officer | 25-50% | 2023 |
| Deatra Latrice Vailes Control | Managing Member | 10-25% | 2023 |
| Dynasty Financial Partners, LLC Control | Llc Member-Owner | 10-25% | 2023 |
Tritonpoint Wealth, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Tritonpoint Wealth, LLC reports 15 employees.
Tritonpoint Wealth, LLC is based in Chevy Chase, MD and has been SEC-registered since 2023.
Tritonpoint Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5404 Wisconsin Ave, Ste. 330, Chevy Chase, MD 20815 |
| Phone | (301) 799-9001 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2008171 |
| Discloses disciplinary history | Yes |
| Discretionary | $1.54B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.54B |