|
⚲
|
| Keyboard |
| Tripletail Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 318781 |
| SEC # | 801-133752 |
| CIK # | 0002079812 |
| AUM | 132.1 M (2026-03-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 407-286-4072 |
| Address | 224 E Marks St Orlando, FL 32803 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| John Bean Technologies Corp | 14.3 | ||
| Nvidia Corp | 4.1 | ||
| Apple Inc | 2.2 | ||
| Amazon Com Inc | 1.7 | ||
| Microsoft Corp | 1.6 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Arista Networks Inc | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| Broadcom Inc | 1.2 | ||
| GS Acquisition Holdings Corp | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 4.5 |
| (b) Individuals (high net worth individuals) | 46 | 127.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 155 | 132.1 |
| By Discretionary | ||
| Discretionary | 148 | 130.3 |
| Non-Discretionary | 7 | 1.9 |
| Total | 155 | 132.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.1 | |
| Total | 155 | 132.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002079812] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stites Financial Consulting
✚
|
CA | 132.3 M |
|
Jansen Wealth Management LLC
✚
|
WI | 132.3 M |
|
Wealth Ease Wealth Management LLC
✚
|
MI | 132.2 M |
|
Ramsey Hill Asset Management LLC
✚
|
132.1 M | |
|
Canterbury Capital Wealth Management LLC
✚
|
AL | 132.1 M |
|
Lee-Way Financial Services Inc
✚
|
MS | 132.1 M |
|
PMV Capital Advisers LLC
✚
|
TX | 132.0 M |
|
JGC Wealth Management LLC
✚
|
OR | 132.0 M |
|
Blue Line Capital LLC
✚
|
IL | 131.9 M |
|
Advisor Compliance Partners LLC
✚
|
HI | 131.9 M |