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| Happy Holidays!! thanks for using AUM13F!! |
| Trippon Wealth Management Group LLC
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|---|---|
| CRD # | 136485 |
| SEC # | 801-129769 |
| CIK # | |
| AUM | $185.2 M (2025-03-05) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 713-661-1040 |
| Address | 8588 Katy Freeway Houston, TX 77024 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 47.9 |
| (b) Individuals (high net worth individuals) | 45 | 92.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 211 | 44.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 830 | 185.2 |
| By Discretionary | ||
| Discretionary | 715 | 171.5 |
| Non-Discretionary | 115 | 13.7 |
| Total | 830 | 185.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.2 | |
| Total | 830 | 185.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kestrel Investment Management Corp
✚
|
CA | 0.2 |
|
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IL | 0.2 |
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FL | 0.2 |
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The William Allan Corporation
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CO | 0.2 |
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Advisor Share Wealth Management LLC
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WA | 0.2 |
|
BCK Partners Inc
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NY | 0.2 |
|
IBN Advisory Services Inc
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NY | 0.2 |
|
Garton and Associates Financial Advisors LLC
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|
KY | 0.2 |
|
Catalyst Financial NW Corporation
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|
OR | 0.2 |
|
CBM Financial LLC
✚
|
TX | 0.2 |