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TRIPPON WEALTH MANAGEMENT GROUP LLC

CRD No. 136485 | Texas | Insurance Adviser, RIA/Wealth Manager | Last Form ADV Filed on 16 Jan 2025 | Registration: SEC
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Trippon Wealth Management Group LLC, founded in 2005 by James Mark Trippon, offers portfolio management services to various clients including individuals, high net worth individuals, pension and profit-sharing plans, and business entities. The company's services are focused on managing investment assets such as individual equity stocks, mutual funds, exchange-traded funds, debt securities, and fixed income securities based on client-specific investment objectives, risk tolerances, time horizons, and experiences. Additionally, the company provides pension consulting services for employee benefit plans, offering guidance on investment options, money manager recommendations, performance monitoring, and other related services tailored to the plan's goals and demographics. Trippon Wealth Management also offers limited consulting services on financial matters like retirement planning, estate planning, insurance planning, and education planning upon client request. As of December 31, 2024, the company managed $171,495,808 in assets on a discretionary basis and $13,739,518 on a non-discretionary basis. The firm operates under a fiduciary status, ensuring that it acts in the best interest of its clients and follows professional standards of care when providing investment advice. Trippon Wealth Management does not participate in wrap fee programs.

Identifying Information
CRD No.
136485
Latest Filing
16 Jan 2025
SEC No.
801-129769
Form of Organization
Limited Liability Company
Legal Domicile
TX, United States
Registration
SEC
Contact Details
Street Address
8588 KATY FREEWAY, SUITE 320
City
HOUSTON
Postal Code
77024
Location
Texas, United States
Phone
000-000-0000
Fax
000-000-0000
Company Information
Large Advisory Firm - AUM > $100m or (AUM > $90m & registered with SEC)
Client Type Type Clients AUM
Individuals (other than high net worth individuals) 000 $0,000,000,000
High net worth individuals 000 $0,000,000,000
Pension and profit sharing plans (but not the plan participants or government pension plans) 000 $0,000,000,000
Client Type with highest AUM
Individuals (other than high net worth individuals)
Proportion of Hedge Funds (by Gross Asset Value)
0%
Last change in no. of employees in an advisory capacity
0 %
Last change in AUM (Annualized)
36 %
Total Reg. AUM $185,235,326
Discretionary $171,495,808
Non-Discretionary $13,739,518
$185.2M
Employee Strength 4
4
No. of Accounts 830
Discretionary 715
Non-Discretionary 115
830

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Direct Owners
TRIPPON, JAMES, MARK
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER (75% or more)

SEC Links
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In Texas
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