Tripletail Wealth Management
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 318781
- Registered since
- June 26, 2025
- Website
- www.tripletailwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.56%
- Individuals3.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tripletail Wealth Management is an independent, Florida-registered RIA that focuses on fee-based advisory relationships, charging a percentage of assets under management. The firm is SEC-registered (registration year 2025) and is organized as a limited liability company with individual ownership. Its client base centers on individuals and families, and its advisory scope includes financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Tripletail lists industry connections to a law firm and an insurance company. It does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds47%
- Exchange Traded Equities46%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$24.2M in ETFs
86%
$20.8M
12%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $3.3M | 15,367 | 13.65% |
Location
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 224 E Marks St
- Time zone
- ET (UTC-5)
- Office locations
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