TRIPPON WEALTH MANAGEMENT GROUP LLC

Overview

Trippon Wealth Management Group LLC is an independent registered investment adviser (SEC-registered in 2024) that manages portfolios for individuals, families and institutions. The firm charges fees as a percentage of assets under management and provides comprehensive planning and portfolio management services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Trippon is not positioned as a capital allocator and does not report active ESG investing. Its advisory model centers on discretionary portfolio management while retaining a modest non-discretionary book. Investment activity is concentrated in public market pooled vehicles; the firm’s stated preference is to gain market exposure primarily through mutual funds and other public funds rather than extensive direct-stock strategies. Where alternatives are used, the firm allocates to real estate-focused third-party managers. Trippon also maintains ties with accounting professionals as an industry affiliation, which supports multi-faceted planning for business and institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices