TRIPLETAIL WEALTH MANAGEMENT
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 318781
- Registered since
- June 26, 2025
- Website
- www.tripletailwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.56%
- Individuals3.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tripletail Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm bills clients on a percentage‑of‑assets basis and focuses on individual and family relationships, providing financial planning and discretionary portfolio management for individuals, small businesses, and other businesses or institutions. Tripletail does not identify as an active ESG investor, does not describe itself as a multi‑state adviser, and is not positioned as a capital allocator. The firm lists affiliations with a law firm and an insurance company, which suggests it coordinates with professional advisors when structuring wealth, estate, or risk‑management solutions. Tripletail’s regulatory registration was established in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds47%
- Exchange Traded Equities46%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
2 of 2ERIK BONNETT
Founder & Investment Advisor RepresentativeCRD 7271056
JASON ADAMS
Founder & Investment Advisor RepresentativeCRD 5174590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$18.9M in ETFs
86%
$16.2M
12%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $2.3M | 11,822 | 12.09% |
Location
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 224 E Marks St
- Time zone
- ET (UTC-5)
- Office locations
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