| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Nathan Bonnett Control | Member And Chief Compliance Officer | 50-75% | 2019 |
| Jason Scott Adams Control | Member | 50-75% | 2019 |
Tripletail Wealth Management, LLC reports $109.8 million in regulatory assets under management on its Form ADV.
Tripletail Wealth Management, LLC reports 3 employees.
Tripletail Wealth Management, LLC is based in Orlando, FL and has been SEC-registered since 2025.
Tripletail Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $109.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $109.8M |