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, LLC-structured registered investment adviser that serves individual and family clients. The firm is SEC-registered (2025) and is owned by an individual principal. Its fee model is a percentage of assets under management and its core services are financial planning and portfolio management for individuals, small businesses, and institutions. Tripletail does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. The firm lists advisory relationships with a law firm and an insurance company, indicating connections that may support estate, tax or insurance planning needs alongside investment management.
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 2
Erik 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 69Active vs passive
$24.2M in ETFs
86%
$20.8M
12%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $3.3M | 15,367 | 13.65% |
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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