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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CROCKER, JESSE, WILBUR | I | SECRETARY | NA | |
| GILBERT, KIMBERLY, DRAKE | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | NA | Control |
| GILBERT, KIMBERLY, DRAKE | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | NA | Control |
| GILBERT, KIMBERLY, DRAKE | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | NA | Control |
| GILBERT, KIMBERLY, DRAKE | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | NA | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TRIPPON, JAMES, MARK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 5, 2025 REGISTERED
Notice Filings (5)
CA FL GA LA TX
Address
8588 KATY FREEWAYSUITE 320
HOUSTON, TX 77024
United States
Phone: 713-661-1040