TRIPPON WEALTH MANAGEMENT GROUP LLC
CRD #136485 SEC #801-129769 HOUSTON, TX 713-661-1040
SEC Registered
Total AUM
$185.2M
Discretionary
$171.5M
Employees
4
Clients
0
Accounts
830
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $185.2M | $171.5M | $13.7M | 4 | 0 |
| Jan 2025 | $185.2M | $171.5M | $13.7M | 4 | 0 |
| Apr 2024 | $134.3M | $116.1M | $18.2M | 4 | 0 |
| Feb 2024 | $134.3M | $116.1M | $18.2M | 4 | 0 |
| Mar 2014 | $55.1M | $49.8M | $5.2M | 3 | 26 |
| Jan 2014 | $61M | $56M | $5M | 2 | 100 |
| Dec 2013 | $61M | $56M | $5M | 2 | 100 |
| Mar 2013 | $103.1M | $96.1M | $7M | 2 | 100 |
| Aug 2012 | $111.3M | $49M | $62.3M | 1 | 26 |
| Mar 2012 | $111.3M | $49M | $62.3M | 1 | 26 |
| Dec 2011 | $64.9M | $53M | $11.9M | 1 | 101 |
| Mar 2011 | $64.9M | $53M | $11.9M | 5 | -- |
| Apr 2010 | $56.2M | $49.4M | $6.7M | 5 | -- |
| Apr 2010 | $56.2M | $49.4M | $6.7M | 5 | -- |
| Mar 2010 | $56.2M | $49.4M | $6.7M | 5 | -- |
| Mar 2007 | $59M | $44.5M | $14.5M | 5 | -- |
| Mar 2007 | $459.5M | $445M | $14.5M | 5 | -- |
| Jan 2007 | $53.1M | $30.9M | $22.3M | 5 | -- |
| Jan 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$185.2M
Discretionary$171.5M
Non-Disc.$13.7M
Employees4
Clients0
DateJan 2025
Total AUM$185.2M
Discretionary$171.5M
Non-Disc.$13.7M
Employees4
Clients0
DateApr 2024
Total AUM$134.3M
Discretionary$116.1M
Non-Disc.$18.2M
Employees4
Clients0
DateFeb 2024
Total AUM$134.3M
Discretionary$116.1M
Non-Disc.$18.2M
Employees4
Clients0
DateMar 2014
Total AUM$55.1M
Discretionary$49.8M
Non-Disc.$5.2M
Employees3
Clients26
DateJan 2014
Total AUM$61M
Discretionary$56M
Non-Disc.$5M
Employees2
Clients100
DateDec 2013
Total AUM$61M
Discretionary$56M
Non-Disc.$5M
Employees2
Clients100
DateMar 2013
Total AUM$103.1M
Discretionary$96.1M
Non-Disc.$7M
Employees2
Clients100
DateAug 2012
Total AUM$111.3M
Discretionary$49M
Non-Disc.$62.3M
Employees1
Clients26
DateMar 2012
Total AUM$111.3M
Discretionary$49M
Non-Disc.$62.3M
Employees1
Clients26
DateDec 2011
Total AUM$64.9M
Discretionary$53M
Non-Disc.$11.9M
Employees1
Clients101
DateMar 2011
Total AUM$64.9M
Discretionary$53M
Non-Disc.$11.9M
Employees5
Clients--
DateApr 2010
Total AUM$56.2M
Discretionary$49.4M
Non-Disc.$6.7M
Employees5
Clients--
DateApr 2010
Total AUM$56.2M
Discretionary$49.4M
Non-Disc.$6.7M
Employees5
Clients--
DateMar 2010
Total AUM$56.2M
Discretionary$49.4M
Non-Disc.$6.7M
Employees5
Clients--
DateMar 2007
Total AUM$59M
Discretionary$44.5M
Non-Disc.$14.5M
Employees5
Clients--
DateMar 2007
Total AUM$459.5M
Discretionary$445M
Non-Disc.$14.5M
Employees5
Clients--
DateJan 2007
Total AUM$53.1M
Discretionary$30.9M
Non-Disc.$22.3M
Employees5
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--