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Trippon Wealth Management Group LLC

● SEC registered since 2024CRD 136485SEC# 801-129769Houston, TX
Export (members)
Reg. AUM
$185.2M
Employees
4
Accounts
830
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 $185.2 million in regulatory assets under management and employs 4 people.
www.financialadvisorhouston.comView on SEC.gov ↗

Trippon Wealth Management Group LLC owners & executives

1 reported
NameTitleOwnershipSince
James Mark Trippon ControlManaging Member, Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Trippon Wealth Management Group LLC manage?

Trippon Wealth Management Group LLC reports $185.2 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 4 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

Address8588 Katy Freeway, Suite 320, Houston, TX 77024
Phone713-661-1040
Fax713-669-0503
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$171.5M
Non-discretionary$13.7M
Total (RAUM)$185.2M