Tritonpoint Wealth, LLC
TritonPoint Wealth, LLC is an independent private wealth management firm headquartered in Chevy Chase, Maryland. Founded in 2021, the firm specializes in providing investment management and financial planning services to individuals, families, trusts, foundations, and non-profit organizations. Using their expertise in investing, financial planning, estate, and tax law, they aim to deliver customized solutions for complex wealth management needs. The firm currently has approximately 15 employees, the majority of whom are investment professionals, and serves a broad base of U.S. clients.
Investment Strategy
TritonPoint Wealth delivers investment management through a blend of diversified portfolio construction and customized financial planning. Their approach focuses on aligning investment strategies with each client's unique financial goals, risk tolerance, and timeline. They emphasize fiduciary responsibility, comprehensive asset allocation, and regular portfolio rebalancing while integrating estate and tax planning considerations. The firm seeks to build long-term partnerships with clients by providing objective, conflict-free advice and highly tailored wealth management solutions.
Top Holdings
Equity Positions (347)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 8.53% | $99.5M | 390,727 | $193.87 | $254.63 | +$20.9M |
V VUG | VANGUARD INDEX FDS | 3.80% | $44.3M | 92,337 | $333.52 | $479.61 | +$4.7M |
M MSFT | MICROSOFT CORP | 3.66% | $42.7M | 82,443 | $384.37 | $517.95 | +$1.6M |
A AMZN | AMAZON COM INC | 3.31% | $38.6M | 175,833 | $153.94 | $219.57 | +$189.4K |
G GOOGL | ALPHABET INC | 3.17% | $37.0M | 152,080 | $140.16 | $243.10 | +$9.9M |