CRD: 333259
Tritonpoint Partners, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2024
- Office Locations
- 6
Office Locations
About Tritonpoint Partners, LLC
TritonPoint Partners (TritonPoint Wealth) supports independent wealth advisors with a transparent ownership model—advisors can track equity growth and receive revenue-based payouts with firm expense caps. Through the Dynasty Financial Partners network, it provides technology and operational support spanning back office, compliance, and succession. Client work emphasizes planning for business owners and ETF-led portfolio construction (with fixed income).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY EDWARD BLAKE
Managing Member, Owner, PARTNER
- CRD
- #5392729
- Ownership
- 10% but less than 25%
HAROLD LAROY HUGHES
Owner, PARTNER
- CRD
- #1278178
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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JONATHAN JOSEPH AMOIA
Managing Director, PARTNER
- CRD
- #4790697
Megan Hayden
Senior Associate, Relationship Manager
- CRD
- #6923197
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $286,475,355 | $360,346 |
| Non-Discretionary | $0 | -- |
| Total | $286,475,355 | $360,346 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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