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| Tripletail Wealth Management LLC
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|---|---|
| CRD # | 318781 |
| SEC # | 801-133752 |
| CIK # | 0002079812 |
| AUM | $132.1 M (2026-03-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 407-286-4072 |
| Address | 224 E Marks St Orlando, FL 32803 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002079812 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| John Bean Technologies Corp | 14.3 | ||
| Nvidia Corp | 4.1 | ||
| Apple Inc | 2.2 | ||
| Amazon Com Inc | 1.7 | ||
| Microsoft Corp | 1.6 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Arista Networks Inc | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| Broadcom Inc | 1.2 | ||
| GS Acquisition Holdings Corp | 1.1 | ||
| Kinder Morgan Inc | 1.0 | ||
| Micron Technology Inc | 1.0 | ||
| Caterpillar Inc | 0.9 | ||
| International Business Machines Corp | 0.8 | ||
| Netflix Inc | 0.7 | ||
| Lilly Eli & Co | 0.7 | ||
| Facebook Inc | 0.7 | ||
| Phillips 66 | 0.6 | ||
| GlaxoSmithKline PLC | 0.6 | ||
| Fortress Value Acquisition Corp | 0.6 | ||
| Palo Alto Networks Inc | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stites Financial Consulting
✚
|
CA | 0.1 |
|
Jansen Wealth Management LLC
✚
|
WI | 0.1 |
|
Wealth EASE Wealth Management LLC
✚
|
MI | 0.1 |
|
Ramsey Hill Asset Management LLC
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|
0.1 | |
|
Canterbury Capital Wealth Management LLC
✚
|
AL | 0.1 |
|
Lee-Way Financial Services Inc
✚
|
MS | 0.1 |
|
PMV Capital Advisers LLC
✚
|
TX | 0.1 |
|
JGC Wealth Management LLC
✚
|
OR | 0.1 |
|
Blue Line Capital LLC
✚
|
IL | 0.1 |
|
Advisor Compliance Partners LLC
✚
|
HI | 0.1 |