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TRITONPOINT PARTNERS, LLC

UUID96445155-282a-5ad9-b779-5dd6f904827b
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:56
Updated2025-10-23 02:23:56

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 333259 333259 1.0
sec_file_number 801-131295 801-131295

Profile

Websitehttps://www.tritonpointwealth.com/for-advisors/
HQ CityCHEVY CHASE
HQ StateMD
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)110,346,271.0
  • RAUM (discretionary)110,346,271.0
  • Actionable assets103,000,824.0
  • Accounts242.0

Institutional Clients

  • Government AUM
  • Pension AUM405,451.0
  • Charitable AUM3,779,713.0
  • HNW AUM97,386,639.0

As of 2025-05-01 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.