Trippon Wealth Management Group LLC
Trippon Wealth Management Group LLC is an SEC-registered mass-market adviser in Houston, TX with $262.3M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Trippon Wealth Management Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136485, SEC 801-129769, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $262.3M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Houston, TX
- Employees
- 5
- Clients
- 488
- CRD
- 136485
- Ownership
- TRIPPON, JAMES, MARK; CROCKER, JESSE, WILBUR; GILBERT, KIMBERLY, DRAKE; RHOAD, TRAVIS, YEATS
How much AUM does Trippon Wealth Management Group LLC have?
Trippon Wealth Management Group LLC reported $262.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Trippon Wealth Management Group LLC?
Disclosed owners and executives of Trippon Wealth Management Group LLC include TRIPPON, JAMES, MARK, CROCKER, JESSE, WILBUR, GILBERT, KIMBERLY, DRAKE, RHOAD, TRAVIS, YEATS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.