TRITONPOINT WEALTH, LLC of CHEVY CHASE, MD is an SEC-registered investment adviser (CRD 328398). Regulatory assets under management: $1.5B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Gregory Edward Blake | MANAGING MEMBER | — |
| William Alan Sterling | MANAGING MEMBER | — |
| Deatra Latrice Vailes | MANAGING MEMBER | — |
| Andrew Kevan Schiff | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Deatra Vailes | MANAGING MEMBER | Chevy Chase, MD |
| BUTTE ANDREW THOMAS | CHIEF COMPLIANCE OFFICER | — |
| MORRIS JOHN RICHARD | CHIEF LEGAL AND GOVERNANCE OFFICER | — |
| BLAKE JAMES EDWARD | MANAGING MEMBER | — |
| SCHIFF ANDREW KEVAN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| STERLING WILLIAM ALAN | MANAGING MEMBER | — |
| VAILES DEATRA | MANAGING MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |