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Wealth manager, independent · Chevy Chase, MD

Tritonpoint Partners, LLC

SEC-registered investment adviser · CRD 333259 · SEC 801-131295

At a glance

Tritonpoint Partners, LLC is an SEC-registered investment adviser based in Chevy Chase, Maryland, with $286 million in regulatory assets under management as of its Form ADV filed May 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 74 individual clients. By Form ADV it is a wealth manager, ranked 4,524th of 8,915 wealth managers and 10,395th of 17,210 SEC-registered advisers by assets.

Main office 301-799-9001tritonpointpartners.comLinkedInAs filed on Form ADV

Regulatory AUM
$286M
Rank among wealth managers
#4,524 of 8,915
Rank among all SEC RIAs
#10,395 of 17,210
Rank in Maryland
#152 of 227
Individual clients
74
High-net-worth clients
42
Accounts
795
Discretionary
100% of AUM
Employees
6
Advisory staff
3
Offices
7

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. Fidelity$285M

Other RIAs using Fidelity

Broker-dealer

Broker-dealer named in its brochure

Its Form ADV brochure (filed April 2026) names The Leaders Group as the broker-dealer its advisers are registered with.

Commissionable Securities Sales Representatives of our firm are registered representatives of The Leaders Group, Inc.

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals42$264M92%
Individuals32$23M8%

Disciplinary disclosures

Tritonpoint Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗tritonpointpartners.com ↗

AtlasMembers

The full record on Tritonpoint Partners, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 1 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 6,505 peers of its type and size
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Owners and executives, with titles and stakes
7 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
4Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Tritonpoint Partners, LLC manage?

Tritonpoint Partners, LLC reports $286 million in regulatory assets under management across 795 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 27, 2026.

What kind of firm is Tritonpoint Partners, LLC?

Tritonpoint Partners, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Tritonpoint Partners, LLC’s clients?

By assets, its largest client types are high-net-worth individuals ($264 million, 42 clients); individuals ($23 million, 32 clients).

Does Tritonpoint Partners, LLC have any disciplinary history?

Tritonpoint Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Tritonpoint Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →