Tritonpoint Wealth, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 347
- Avg AUM / client
- $4.5M
- Accounts
- 2,113
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 268 positions, $933,964,526)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $84,500,811 | 332,956 | 9.05% | 5.45% |
| 2 | Vanguard Index Fds | GROWTH ETF | $40,789,107 | 93,384 | 4.37% | 2.63% |
| 3 | Alphabet Inc | CAP STK CL C | $36,681,861 | 127,874 | 3.93% | 2.37% |
| 4 | Alphabet Inc | CAP STK CL A | $36,235,784 | 126,011 | 3.88% | 2.34% |
| 5 | Amazon Com Inc | COM | $33,410,693 | 160,420 | 3.58% | 2.16% |
| 6 | Jpmorgan Chase & Co | COM | $24,625,908 | 83,716 | 2.64% | 1.59% |
| 7 | Microsoft Corp | COM | $22,993,298 | 62,116 | 2.46% | 1.48% |
| 8 | Xpo Inc | COM | $18,515,713 | 95,172 | 1.98% | 1.19% |
| 9 | Ishares Tr | U.S. TECH ETF | $17,294,103 | 95,326 | 1.85% | 1.12% |
| 10 | Johnson & Johnson | COM | $17,076,267 | 69,859 | 1.83% | 1.1% |
| 11 | Visa Inc | COM CL A | $15,755,575 | 52,129 | 1.69% | 1.02% |
| 12 | Vanguard Index Fds | S&P 500 ETF SHS | $15,183,120 | 25,409 | 1.63% | 0.98% |
| 13 | Lam Research Corp | COM NEW | $14,432,987 | 67,468 | 1.55% | 0.93% |
| 14 | Walmart Inc | COM | $14,312,229 | 114,932 | 1.53% | 0.92% |
| 15 | Dover Corp | COM | $13,733,450 | 65,884 | 1.47% | 0.89% |
| 16 | Nvidia Corporation | COM | $13,416,691 | 76,926 | 1.44% | 0.87% |
| 17 | Mastercard Incorporated | CL A | $13,071,056 | 26,160 | 1.4% | 0.84% |
| 18 | Broadstone Net Lease Inc | COM | $12,813,902 | 690,311 | 1.37% | 0.83% |
| 19 | Intuitive Surgical Inc | COM NEW | $12,605,157 | 27,344 | 1.35% | 0.81% |
| 20 | Tjx Cos Inc New | COM | $12,236,435 | 76,621 | 1.31% | 0.79% |
| 21 | Danaher Corporation | COM | $11,811,027 | 62,163 | 1.26% | 0.76% |
| 22 | Select Sector Spdr Tr | SBI INT-INDS | $11,372,800 | 70,320 | 1.22% | 0.73% |
| 23 | Thermo Fisher Scientific Inc | COM | $9,694,869 | 19,705 | 1.04% | 0.63% |
| 24 | Chubb Limited | COM | $9,645,673 | 29,507 | 1.03% | 0.62% |
| 25 | Select Sector Spdr Tr | FINANCIAL | $9,336,022 | 189,103 | 1.0% | 0.6% |
Top 25 of 268 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 162 | $120M | 7.72% |
| High net worth individuals | 176 | $1.4B | 88.8% |
| Charitable organizations | 3 | $3.7M | 0.24% |
| Corporations and other businesses | 6 | $49.6M | 3.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Wavestone Us Inc. 401(k) Plan Wavestone Us Inc. | 2024 | |
| Garafalo Markets, Llc 401(k) Profit Sharing Plan Garafalo Markets, Llc | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Kevan Schiff | Managing Member & Chief Compliance Officer | Oct 2023 (3y) | 25% – 50% | |
| Gregory Edward Blake | Managing Member | Oct 2023 (3y) | 10% – 25% | |
| Vailes, Deatra | Managing Member | Oct 2023 (3y) | 10% – 25% | |
| William Alan Sterling | Managing Member | Oct 2023 (3y) | 10% – 25% | |
| Jonathan Brett Rosner | Registered representative | Oct 2023 (3y) | ||
| Peter Halbrook | Registered representative | Oct 2023 (3y) | ||
| Jake James Schoenfeld | Registered representative | Jan 2024 (3y) | ||
| Ryan Wilson Ferrell | Registered representative | Jan 2024 (3y) | ||
| Howard Stuart Rothman | Registered representative | Nov 2024 (2y) | ||
| Pierre Mary Joseph De La Croix Vaubois | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Dynasty Financial Partners, Llc | Llc Member Owner | Sep 2023 | A | 10% – 25% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Wavestone Us Inc. 401(k) Plan | Wavestone Us Inc. | 170 | $16.3M | 01/01/2024 |
| Garafalo Markets, Llc 401(k) Profit Sharing Plan | Garafalo Markets, Llc | 221 | $18.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (98% of AUM) Mar 2026
- Fidelity Brokerage Services $31.3M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗