Data / Investment advisers / Maryland / Tritonpoint Wealth, LLC
Tritonpoint Wealth, LLC, Chevy Chase, MD: $1.5 billion AUM, SEC registered investment adviser
Tritonpoint Wealth, LLC is an SEC registered investment adviser with its main office in Chevy Chase, Maryland and reports $1.5 billion in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 328398
- SEC file number
- 801-128869
- SEC status
- Approved, effective October 17, 2023
- Main office
- 5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815
- Phone
- (301) 799-9001
- Regulatory AUM
- $1,549,522,180 in the Form ADV filed October 23, 2026
- Discretionary AUM
- $1,549,522,180
- Accounts
- 2,113
- Employees
- 15, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- October 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 176 | $1.38 billion |
| Individuals (other than high net worth individuals) | 162 | $119.6 million |
| Corporations or other businesses | 6 | $49.6 million |
| Charitable organizations | 3 | $3.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.55 billion | March 30, 2026 |
| December 1, 2025 | $1.54 billion | July 30, 2025 |
Other advisers in Chevy Chase
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Artemis Real Estate Partners | Chevy Chase | $11.42 billion | 30 | adviserinfo.sec.gov |
| New Century Advisors, LLC | Chevy Chase | $4.31 billion | Not listed | adviserinfo.sec.gov |
| FCP | Chevy Chase | $3.48 billion | 7 | adviserinfo.sec.gov |
| Enlightenment Capital | Chevy Chase | $2.12 billion | 14 | adviserinfo.sec.gov |
| Alliance Partners LLC | Chevy Chase | $1.94 billion | Not listed | adviserinfo.sec.gov |
| Carderock Capital Management, Inc. | Chevy Chase | $677 million | Not listed | adviserinfo.sec.gov |
| HZ Investments Inc. | Chevy Chase | $591.4 million | Not listed | adviserinfo.sec.gov |
| Augment Infrastructure Managers Advisory LLC | Chevy Chase | $337.1 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chevy Chase, MD
- Investment advisers in Maryland
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Tritonpoint Wealth, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.