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Barathi Aravindan

Tritonpoint Wealth, LLC

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About Barathi Aravindan

Barathi Aravindan is an Investment Advisor Representative at TritonPoint Wealth, LLC. Barathi is a Series 65 licensed advisor with experience in financial planning and portfolio management. Barathi has worked in the financial services industry since 2022 and has been with TritonPoint Wealth, LLC since October 2023. TritonPoint Wealth, LLC specializes in providing investment advisory services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Barathi Aravindan is currently registered with Tritonpoint Wealth, LLC. Tritonpoint Wealth, LLC is an investment advisor headquartered in Chevy Chase, MD. The firm manages over $1.3 billion in assets for high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. They offer financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Tritonpoint Wealth, LLC

4445 WILLARD AVE.

CHEVY CHASE, MD 20815

$1.33B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barathi Aravindan’s Registration & Firm History

MD

01/26/2024 - Present

Tritonpoint Wealth, LLC (CHEVY CHASE MD)

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Licenses & Designations

IA

Issued 04/07/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barathi Aravindan.
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