This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Unlock allContacts
PIERRE MARY JOSEPH DE LA CROIX-VAUBOIS
Associate, Relationship Manager
- CRD
- #8183052
Ryan Wilson Ferrell
Vice President, Associate Advisor
- CRD
- #6926185
Showing 2 of 10 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing