Wealth manager, independent · Chevy Chase, MD
Tritonpoint Wealth, LLC
SEC-registered investment adviser · CRD 328398 · SEC 801-128869
At a glance
Tritonpoint Wealth, LLC is an SEC-registered investment adviser based in Chevy Chase, Maryland, with $1.5B in regulatory assets under management as of its Form ADV filed August 27, 2026. It reports 338 individual clients, 176 of them high-net-worth, holding an average of about $4.4 million each, and 15 employees. That ranks it 702nd among the nation’s 5,657 independent wealth management RIAs and 17th of 104 in Maryland. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 301-799-9001tritonpointwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among independent wealth managers
- #702 of 5,657
- Rank among all SEC RIAs
- #4,180 of 17,210
- Rank in Maryland
- #17 of 104
- Individual clients
- 338
- High-net-worth clients
- 176
- Accounts
- 2,113
- Discretionary
- 100% of AUM
- Employees
- 15
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Andrew K. SchiffManaging Member & Chief Compliance Officer
- Gregory E. BlakeManaging Member
- William A. SterlingManaging Member
- Deatra L. VailesManaging Member
Custody and brokerage
Broker-dealer
No broker-dealer ties
Tritonpoint Wealth, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 176 | $1.4B | 89% |
| Individuals | 162 | $120M | 8% |
| Corporations or other businesses | 6 | $50M | 3% |
| Charitable organizations | 3 | $4M | <1% |
Disciplinary disclosures
Tritonpoint Wealth, LLC answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). 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
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗tritonpointwealth.com ↗
AtlasMembers
The full record on Tritonpoint Wealth, 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, 2 years of filings
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- Growth over one, three and five years
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- Rank against 2,462 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Maryland
All of Maryland →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Berman McAleerTimonium | $1.8B | 646 |
| WBH Advisory, Inc.Baltimore | $1.7B | 725 |
| Scarborough Capital ManagementAnnapolis | $1.6B | 2,664 |
| Edgemoor Investment Advisors, Inc.Bethesda | $1.5B | 312 |
| Sargent Investment GroupBethesda | $1.5B | 396 |
| MV Capital Management, Inc.Bethesda | $1.4B | 444 |
Background
Questions
How much does Tritonpoint Wealth, LLC manage?
Tritonpoint Wealth, LLC reports $1.5B in regulatory assets under management across 2,113 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 27, 2026.
How many clients does Tritonpoint Wealth, LLC have?
It reports 338 individual clients: 176 high-net-worth individuals and 162 other individuals. Individuals account for about 97% of its regulatory assets.
Where is Tritonpoint Wealth, LLC headquartered?
Its main office is in Chevy Chase, Maryland. It reports 1 office in total and 15 employees, 6 of whom perform investment advisory functions.
How does Tritonpoint Wealth, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Tritonpoint Wealth, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed August 27, 2026, it reports these amounts held: Charles Schwab ($1.5B); Fidelity ($31M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Tritonpoint Wealth, LLC a hybrid RIA with a broker-dealer?
Tritonpoint Wealth, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Tritonpoint Wealth, LLC a fiduciary?
As an SEC-registered investment adviser, Tritonpoint Wealth, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Tritonpoint Wealth, 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 (2026-08-27), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →