Managing Member · Tritonpoint Wealth, LLC
Deatra L. Vailes
CRD 7157201 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Tritonpoint Wealth, LLC, an SEC-registered wealth manager based in Chevy Chase, MD with $1.5 billion in regulatory assets, lists Deatra L. Vailes on its Form ADV as Managing Member, a control person. The SEC filings also name Deatra at 2 other registered advisers.
Firms and roles
- Tritonpoint Wealth, LLCManaging MemberWealth manager · Chevy Chase, MD · $1.5B in regulatory assets
- Tritonpoint Partners, LLCOwner, Chief Compliance OfficerWealth manager · Chevy Chase, MD · $286M in regulatory assets
- Tritonpoint Capital, LLCPartner, Chief Compliance OfficerWealth manager · Chevy Chase, MD · $250M in regulatory assets
AtlasMembers
Deatra’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Andrew K. SchiffManaging Member & Chief Compliance Officer, Tritonpoint Wealth, LLC
- Gregory E. BlakeManaging Member, Tritonpoint Wealth, LLC
- William A. SterlingManaging Member, Tritonpoint Wealth, LLC
- Harold L. HughesOwner, Tritonpoint Partners, LLC
- Gregory T. PowersPartner, Managing Director, Tritonpoint Partners, LLC
1 more person named with Deatra on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Deatra’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.