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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TRITONPOINT PARTNERS, LLC

CRD 333259

CHEVY CHASE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8b600f74-ca44-1c73-460a-a658ac0501f2

Data as of May 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 3
On other graphs: 0
Observed: Sep 13, 2024 to May 27, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $286MItem 5.F on the latest filing (2026-05-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $286M
Private client RAUM: $286MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $31.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 795
Individual clients: 32
High net worth clients: 42
Custody, client assets: $142M
SEC number: 801-131295
CRD: 333259
Filings on the tape: 12
First filed: Sep 13, 2024
Latest filed: May 27, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Gregory Todd Powers	Certified Financial Planner\|Chartered Financial Consultant	Scottsdale, AZ \| CHEVY CHASE, MD \| San Diego, CA	1	25	3	yes
Meredith Anne McCall	n/a	San Diego, CA \| CHEVY CHASE, MD	1	16	2	no
Megan L Hayden	Certified Financial Planner	San Diego, CA \| CHEVY CHASE, MD	1	10	3	yes
JONATHAN JOSEPH AMOIA	n/a	Clarence, NY	0	21	1	no
ROBERT LOUIS SICHEL	n/a	CHEVY CHASE, MD \| PRINCETON, NJ	0	10	n/a	no
RICHARD IRA SICHEL	n/a	PRINCETON, NJ \| CHEVY CHASE, MD	0	35	n/a	no
MATTHEW CHARLES SANCHEZ	Certified Financial Planner	CHEVY CHASE, MD \| Greensburg, IN	0	12	5	no
Carlos Alberto Sanchez	Certified Financial Planner	CHEVY CHASE, MD \| Huntington Beach, CA	0	32	6	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUGHES, HAROLD, LAROY	CHIEF COMPLIANCE OFFICER, CEO	B	yes	09/2024	Sep 13, 2024	Oct 17, 2024
BLAKE, GREGORY, EDWARD	Owner	B	no	09/2024	Sep 13, 2024	Oct 17, 2024
DYNASTY FINANCIAL PARTNERS, LLC	LLC MEMBER-OWNER	B	no	09/2024	Sep 13, 2024	Oct 17, 2024
SCHIFF, ANDREW, KEVAN	Owner	B	no	09/2024	Sep 13, 2024	Oct 17, 2024
STERLING, WILLIAM, ALAN	Owner	B	no	09/2024	Sep 13, 2024	Oct 17, 2024
VAILES, DEATRA	Owner	B	no	09/2024	Sep 13, 2024	Oct 17, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN DIEGO	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$286M	$286M	6	3	3	n/a	n/a
2024	Feb 14, 2025	$109M	$109M	2	1	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	0	0	0	6	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$286M	$109M	163.1%	n/a	n/a	6	2	6	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TRITONPOINT WEALTH, LLC	2	Aug 11, 2025	Feb 27, 2025	SAN DIEGO, CA	Team lift out	RIA to RIA	15.4%

Relationships

Registered with (9)

← Carlos Alberto SanchezAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← MATTHEW CHARLES SANCHEZAdvisorregistration: current employment
May 16, 2026 to presentfactForm ADV
← RICHARD IRA SICHELAdvisorregistration: current employment
May 8, 2026 to presentfactForm ADV
← ROBERT LOUIS SICHELAdvisorregistration: current employment
May 6, 2026 to presentfactForm ADV
← JONATHAN JOSEPH AMOIAAdvisorregistration: current employment
Jan 20, 2026 to presentfactForm ADV
← GREGORY EDWARD BLAKEAdvisorregistration: current employment
Nov 7, 2025 to presentfactForm ADV
← Meredith Anne McCallAdvisorregistration: current employment
Feb 27, 2025 to presentfactForm ADV
← Megan L HaydenAdvisorregistration: current employment
Feb 27, 2025 to presentfactForm ADV
← Gregory Todd PowersAdvisorregistration: current employment
Feb 7, 2025 to presentfactForm ADV

Moved with (1)

← TRITONPOINT WEALTH, LLCRegistered adviser2 advisors, team lift out, same day
Aug 12, 2025 to Feb 27, 2025factForm ADV

Controls (1)

← HUGHES, HAROLD, LAROYOwnerCHIEF COMPLIANCE OFFICER, CEO, ownership code B, individual
Sep 13, 2024 to Oct 17, 2024factForm ADV

Owns (5)

← SCHIFF, ANDREW, KEVANOwnerOWNER, ownership code B, individual
Sep 13, 2024 to Oct 17, 2024factForm ADV
← STERLING, WILLIAM, ALANOwnerOWNER, ownership code B, individual
Sep 13, 2024 to Oct 17, 2024factForm ADV
← BLAKE, GREGORY, EDWARDOwnerOWNER, ownership code B, individual
Sep 13, 2024 to Oct 17, 2024factForm ADV
← VAILES, DEATRAOwnerOWNER, ownership code B, individual
Sep 13, 2024 to Oct 17, 2024factForm ADV
← DYNASTY FINANCIAL PARTNERS, LLCOwnerLLC MEMBER-OWNER, ownership code B, domestic entity
Sep 13, 2024 to Oct 17, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Tritonpoint Partners, Llc reported RAUM $286.5M, up 160% from $110.3M (2026-01-20 to 2026-03-30)
Form ADVobserved 5 days ago
$176M
Occurred
Aug 11, 2025
Team lift-out
2 advisors left Tritonpoint Wealth, LLC (San Diego, CA) for Tritonpoint Partners, LLC a day apart
Form ADVobserved 3 days ago
2 advisors
Occurred
Sep 13, 2024
First Form ADV filing
Tritonpoint Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b600f74-ca44-1c73-460a-a658ac0501f2
First observed: Sep 13, 2024
Last observed: May 27, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRITONPOINT PARTNERS, LLC

CRD 333259

CHEVY CHASE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8b600f74-ca44-1c73-460a-a658ac0501f2

Data as of May 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Gregory Todd Powers

Certified Financial Planner|Chartered Financial Consultant

Scottsdale, AZ | CHEVY CHASE, MD | San Diego, CA

yes

Meredith Anne McCall

n/a

San Diego, CA | CHEVY CHASE, MD

Megan L Hayden

Certified Financial Planner

San Diego, CA | CHEVY CHASE, MD

yes

JONATHAN JOSEPH AMOIA

n/a

Clarence, NY

ROBERT LOUIS SICHEL

n/a

CHEVY CHASE, MD | PRINCETON, NJ

n/a

RICHARD IRA SICHEL

n/a

PRINCETON, NJ | CHEVY CHASE, MD

n/a

MATTHEW CHARLES SANCHEZ

Certified Financial Planner

CHEVY CHASE, MD | Greensburg, IN

Carlos Alberto Sanchez

Certified Financial Planner

CHEVY CHASE, MD | Huntington Beach, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUGHES, HAROLD, LAROY

CHIEF COMPLIANCE OFFICER, CEO

yes

09/2024

Sep 13, 2024

Oct 17, 2024

BLAKE, GREGORY, EDWARD

Owner

09/2024

Sep 13, 2024

Oct 17, 2024

DYNASTY FINANCIAL PARTNERS, LLC

LLC MEMBER-OWNER

09/2024

Sep 13, 2024

Oct 17, 2024

SCHIFF, ANDREW, KEVAN

Owner

09/2024

Sep 13, 2024

Oct 17, 2024

STERLING, WILLIAM, ALAN

Owner

09/2024

Sep 13, 2024

Oct 17, 2024

VAILES, DEATRA

Owner

09/2024

Sep 13, 2024

Oct 17, 2024

City

State

Country

Employees

Also broker-dealer

SAN DIEGO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$286M

n/a

2024

Feb 14, 2025

$109M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$286M

$109M

163.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TRITONPOINT WEALTH, LLC

Aug 11, 2025

Feb 27, 2025

SAN DIEGO, CA

Team lift out

RIA to RIA

15.4%