About Triton Wealth
Triton Wealth, a trade name of Elevation Point Wealth Partners, LLC, is an SEC-registered investment adviser dedicated to crafting enduring legacies for families in the Brainerd Lakes region and beyond. With deep roots in the community, Triton Wealth offers personalized financial stewardship, building lasting relationships founded on trust and shared values. They specialize in sophisticated wealth management strategies for high-net-worth families, addressing complex estates, unique assets, and ambitious financial goals. Headquartered in Aitkin, MN, with an additional office in Minneapolis, MN, Triton Wealth serves clients nationwide, guiding them through financial journeys with confidence and care. Their expertise includes planning for retirement, navigating significant business transitions, and coordinating family wealth across multiple states. Triton Wealth emphasizes a world-class approach to wealth management while maintaining genuine care for their multigenerational clients.
Website: https://tritonwealth.com/
Office Locations
- Aitkin, MN (Headquarters)
- Minneapolis, MN
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $263.1M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| FLOE INTERNATIONAL, INC. 401(K) PLAN | FLOE INTERNATIONAL, INC., MN | $5M | 129 |
| BAYSHIRE 401(K) PLAN | BAYSHIRE, LLC, CA | $4M | 2,156 |