TRIPLETAIL WEALTH MANAGEMENT, LLC
Legal name: TRIPLETAIL WEALTH MANAGEMENT
CRD #318781 SEC #801-133752 ORLANDO, FL 407-286-4072
SEC Registered
Total AUM
$109.8M
Discretionary
$109.8M
Employees
3
Clients
25
Accounts
155
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $109.8M | $109.8M | $0 | 3 | 0 |
| Aug 2025 | $109.8M | $109.8M | $0 | 3 | 0 |
| May 2025 | $109.8M | $109.8M | $0 | 3 | 0 |
| Aug 2022 | $70M | $70M | $0 | 2 | 0 |
| Aug 2022 | $70M | $70M | $0 | 2 | 0 |
| Jul 2022 | $70M | $70M | $0 | 2 | 0 |
| Jul 2022 | $70M | $70M | $0 | 2 | 0 |
| Mar 2022 | $0 | $0 | $0 | 2 | 0 |
| Feb 2022 | $0 | $0 | $0 | 2 | 0 |
DateAug 2025
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees3
Clients0
DateAug 2025
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees3
Clients0
DateAug 2022
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees2
Clients0
DateJul 2022
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees2
Clients0
DateJul 2022
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0