Trippon Wealth Management Group LLC
● SEC registered since 2024CRD 136485SEC# 801-129769Houston, TX
Reg. AUM
$262.3M
Employees
5
Accounts
927
Location
Houston, TX
Trippon Wealth Management Group LLC assets under management
Trippon Wealth Management Group LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2024. It reports $262.3 million in regulatory assets under management and employs 5 people.
Trippon Wealth Management Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Mark Trippon Control | Managing Member, Chief Compliance Officer | Over 75% | 2005 |
| Travis Yeats Rhoad | Partner | 10-25% | 2025 |
Frequently asked questions
How much does Trippon Wealth Management Group LLC manage?
Trippon Wealth Management Group LLC reports $262.3 million in regulatory assets under management on its Form ADV.
How many employees does Trippon Wealth Management Group LLC have?
Trippon Wealth Management Group LLC reports 5 employees.
Where is Trippon Wealth Management Group LLC located?
Trippon Wealth Management Group LLC is based in Houston, TX and has been SEC-registered since 2024.
Does Trippon Wealth Management Group LLC disclose fund performance?
Trippon Wealth Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8588 Katy Freeway, Suite 320, Houston, TX 77024 |
| Phone | 713-661-1040 |
| Fax | 713-669-0503 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$262.3M▲ 42%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$262.3Mregulatory AUM
Discretionary $245.4MNon-discretionary $16.9M