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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2023
- Office Locations
- 1
Office Locations
About Tritonpoint Wealth, LLC
TritonPoint Wealth is an independent private wealth management firm providing investment management and financial planning for individuals and families as well as trusts, foundations, and nonprofits. The team integrates estate and tax planning to build customized portfolios, with a tilt toward ETF-based allocations and fixed income (including municipal bonds). Clients can access reporting via Addepar and planning through eMoney.
Reported data analysis
What the numbers show
Between July 30, 2025 and August 27, 2026, reported AUM increased 0.4%, from $1.5B to $1.5B.
Across 3 reported observations, AUM increased 16.6% between April 26, 2024 and August 27, 2026, from $1.3B to $1.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 347 clients, or 57.8 clients per representative. That equates to $4.5M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on August 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Tritonpoint Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW KEVAN SCHIFF
Partner
- CRD
- #3167703
- Ownership
- 25% but less than 50%
GREGORY EDWARD BLAKE
Managing Member, Owner, PARTNER
- CRD
- #5392729
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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PIERRE MARY JOSEPH DE LA CROIX-VAUBOIS
Associate, Relationship Manager
- CRD
- #8183052
Austin Dale Edmunds
--
- CRD
- #7978557
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,549,522,180 | $733,328 |
| Non-Discretionary | $0 | -- |
| Total | $1,549,522,180 | $733,328 |
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Separately Managed Accounts
SMA allocation detail is available
Tritonpoint Wealth, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Tritonpoint Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.