SEC Form ADV

TRIPPON WEALTH MANAGEMENT GROUP LLC

Firm profile: Trippon Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX

$262.3M

Assets Under Management

927

Total Clients

Employees

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Registration Details

Accession: CRD-136485
Location: HOUSTON, TX
Filing Date: March 31, 2026
AUM: $262.3M
Total Clients: 927
Institutional Clients: 198
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

TRIPPON WEALTH MANAGEMENT GROUP LLC is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $262.3M in assets across 927 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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