RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 11, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ADAMS, JASON, SCOTTIMEMBERD Control
ADAMS, JASON, SCOTTIMEMBERD Control
ADAMS, JASON, SCOTTIMEMBERD Control
ADAMS, JASON, SCOTTIMEMBERD Control
ADAMS, JASON, SCOTTIMEMBERD Control
ADAMS, JASON, SCOTTIMEMBERD Control
ADAMS, JASON, SCOTTIMEMBERD Control
ADAMS, JASON, SCOTTIMEMBERD Control
ADAMS, JASON, SCOTTIMEMBERD Control
ADAMS, JASON, SCOTTIMEMBERD Control
ADAMS, JASON, SCOTTIMEMBERD Control
BONNETT, ERIK, NATHANIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
BONNETT, ERIK, NATHANIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
BONNETT, ERIK, NATHANIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
BONNETT, ERIK, NATHANIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
BONNETT, ERIK, NATHANIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
BONNETT, ERIK, NATHANIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
BONNETT, ERIK, NATHANIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
BONNETT, ERIK, NATHANIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
BONNETT, ERIK, NATHANIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
BONNETT, ERIK, NATHANIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
BONNETT, ERIK, NATHANIMEMBER AND CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Aug 11, 2025 REGISTERED

Notice Filings (1)

FL

Address

224 E. MARKS ST.
ORLANDO, FL 32803
United States
Phone: 407-286-4072