Overview
Assets Under Management: $262 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 60
Average Client Assets: $2.2 million
Frequently Asked Questions
TRIPPON WEALTH MANAGEMENT GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136485), TRIPPON WEALTH MANAGEMENT GROUP LLC is subject to fiduciary duty under federal law.
TRIPPON WEALTH MANAGEMENT GROUP LLC is headquartered in HOUSTON, TX.
TRIPPON WEALTH MANAGEMENT GROUP LLC serves 60 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, TRIPPON WEALTH MANAGEMENT GROUP LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
TRIPPON WEALTH MANAGEMENT GROUP LLC manages $262 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, TRIPPON WEALTH MANAGEMENT GROUP LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.07%
Average Client Assets: $2.2 million
Total Client Accounts: 927
Discretionary Accounts: 887
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 136485
Filing ID: 2083302
Last Filing Date: 2026-03-31 07:41:41