Tripletail Wealth Management

RIASEC & State Registered
Total AUM
$132M
Discretionary
$130M
99% of AUM
Avg account
$852K
Accounts
155
Employees
2
Advisory reps
2

Firm details

Headquarters
Orlando, Florida
CRD number
318781
Registered since
June 26, 2025
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

FINTRX

Overview

Tripletail Wealth Management is an independent, Florida-registered RIA that focuses on fee-based advisory relationships, charging a percentage of assets under management. The firm is SEC-registered (registration year 2025) and is organized as a limited liability company with individual ownership. Its client base centers on individuals and families, and its advisory scope includes financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Tripletail lists industry connections to a law firm and an insurance company. It does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 47%, Exchange Traded Equities 46%, Cash & Cash Equivalents 6%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%47%
  • Private Funds47%
  • Exchange Traded Equities46%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 69

Active vs passive

$24.2M in ETFs

Passive

86%

$20.8M

Active

12%

$3.4M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)InvescoPassiveLarge Blend$3.3M15,36713.65%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth