Tripletail Wealth Management, LLC
● SEC registered since 2025CRD 318781SEC# 801-133752Orlando, FL
Reg. AUM
$132.1M
Employees
2
Accounts
155
Location
Orlando, FL
Tripletail Wealth Management, LLC assets under management
Tripletail Wealth Management, LLC is an investment advisory firm registered with the SEC based in Orlando, FL. The firm has been registered since 2025. It reports $132.1 million in regulatory assets under management and employs 2 people.
Tripletail Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Nathan Bonnett Control | Member And Chief Compliance Officer | 50-75% | 2019 |
| Jason Scott Adams Control | Member | 50-75% | 2019 |
Frequently asked questions
How much does Tripletail Wealth Management, LLC manage?
Tripletail Wealth Management, LLC reports $132.1 million in regulatory assets under management on its Form ADV.
How many employees does Tripletail Wealth Management, LLC have?
Tripletail Wealth Management, LLC reports 2 employees.
Where is Tripletail Wealth Management, LLC located?
Tripletail Wealth Management, LLC is based in Orlando, FL and has been SEC-registered since 2025.
Does Tripletail Wealth Management, LLC disclose fund performance?
Tripletail Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 224 E. Marks St., Orlando, FL 32803 |
| Phone | 407-286-4072 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.1M▲ 20%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$132.1Mregulatory AUM
Discretionary $130.3MNon-discretionary $1.9M