# Tritonpoint Partners, LLC

> Tritonpoint Partners, LLC is an SEC-registered investment advisory firm in Chevy Chase, MD, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 333259
- Filed as: TRITONPOINT PARTNERS, LLC
- Also doing business as: ADVOCATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chevy Chase, MD
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333259
- AdvisorCensus page: https://advisorcensus.com/firm/tritonpoint-partners-llc-chevy-chase-md-333259

## Quick answers

**How is Tritonpoint Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tritonpoint Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Tritonpoint Partners, LLC charge?**
Its Form ADV Part 2A brochure dated April 22, 2026 states: Flat fee: $2,500 to $10,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Tritonpoint Partners, LLC located?**
Tritonpoint Partners, LLC's principal office is in Chevy Chase, MD, according to its Form ADV; the June 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Tritonpoint Partners, LLC registered with the SEC or a state?**
Tritonpoint Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333259.

**How much does Tritonpoint Partners, LLC manage?**
Tritonpoint Partners, LLC reports $286,475,355 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

**How have Tritonpoint Partners, LLC's assets and staff changed since 2025?**
In the Form ADV data for Tritonpoint Partners, LLC: Regulatory assets under management: $110,346,271 in the October 2025 data and $286,475,355 in the October 2026 data, up 160%. Total employees: 4 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tritonpoint Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (32).

**Which custodians does Tritonpoint Partners, LLC use?**
Tritonpoint Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Tritonpoint Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333259

**What changed in Tritonpoint Partners, LLC's recent Form ADV filings?**
In the June 2026 filing data: Added an office in Huntington Beach, CA. Added an office in Princeton, NJ. Registered or notice-filed in IN, NJ, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 22, 2026)

- Flat fee: $2,500 to $10,000 (financial planning and consulting services)

> Flat fees range typically from $2,500 to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $286,475,355
- Discretionary: $286,475,355
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $22,736,665 |
| High net worth individuals | 42 | $263,738,690 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IN, MD, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Buffalo, NY
- Huntington Beach, CA
- Jacksonville, FL
- La Jolla, CA
- Princeton, NJ

### Websites listed on Form ADV (Item 1.I)
- [tritonpointpartners.com](https://tritonpointpartners.com)
- LinkedIn @tritonpoint-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $110,346,271 | 4 | May 1, 2025 |
| October 2026 | $286,475,355 | 6 | May 27, 2026 |

Regulatory assets under management: $110,346,271 in the October 2025 data and $286,475,355 in the October 2026 data, up 160%.
Total employees: 4 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Added an office in Huntington Beach, CA.
- Added an office in Princeton, NJ.
- Registered or notice-filed in IN, NJ, TX.

### April 2026
- Regulatory assets under management went from $110,346,271 to $286,475,355 (+160%).
- Employees performing advisory functions went from 4 to 3.
- Added the business name Advocate Wealth.
- Added an office in Buffalo, NY.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Registered or notice-filed in NY.

### January 2026
- Added an office in Jacksonville, FL.
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tritonpoint Partners, LLC (CRD 333259): Form ADV filing data as of October 2026.