TRITONPOINT WEALTH, LLC
C47
CRD 328398·SEC 801-128869·CHEVY CHASE, MD
AUM
$1.55B
$1B+
Est. Revenue
$15.5M
@ 1% on AUM
Est. EBITDA
$4.6M
@ 30% margin
Est. Deal Value
$37.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals High Net Worth | 176 |
| Individuals Other | 162 |
| Corporations | 6 |
| Charitable Organizations | 3 |
Operations
Advisory staff (5-yr trend)
'25 · 9 advisors
'26 · 6 advisors
'25'26
9 advisors → 6 advisors▼ -33%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
5404 WISCONSIN AVENUESUITE 330CHEVY CHASE, MD 20815
Business
5404 WISCONSIN AVENUESUITE 330CHEVY CHASE, MD 20815
Edgar Recent Filings
13F-HR2026-04-21 · 0002008171-26-000003
13F-HR2026-01-20 · 0002008171-26-000001