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TRIPPON WEALTH MANAGEMENT GROUP LLC
CRD 136485 · SEC 801-129769
8588 KATY FREEWAY, SUITE 320, HOUSTON, TX, 77024, United States
Phone
713-661-1040
Fax
713-669-0503
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$262.3M
Discretionary AUM
$245.4M
Team
5 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 230 | $61.5M |
| High net worth individuals | 60 | $131.3M |
| Pension/profit sharing plans | 198 | $69.5M |
States served
CA, GA, LA, TX
All web addresses on file
Official SEC filing: View on IAPD