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TRITONPOINT PARTNERS, LLC

CHEVY CHASE, MD · CRD 333259 · IAPD ↗ · 301-799-9001

$286.5MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
June 2026 — TRITONPOINT PARTNERS, LLC notice-filed in IN, NJ, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — TRITONPOINT PARTNERS, LLC added office(s): 3 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — TRITONPOINT PARTNERS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2026 — TRITONPOINT PARTNERS, LLC reported RAUM up 160% ($110.3M -> $286.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — TRITONPOINT PARTNERS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
January 2026 — TRITONPOINT PARTNERS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
January 2026 — TRITONPOINT PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2025 — TRITONPOINT PARTNERS, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — TRITONPOINT PARTNERS, LLC now reports custody of client assets ($67.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
68
April 2025 — TRITONPOINT PARTNERS, LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
March 2025 — TRITONPOINT PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
November 2024 — TRITONPOINT PARTNERS, LLC (CHEVY CHASE, MD) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.