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Firm profile

Trippon Wealth Management Group LLC

HOUSTON, TXCRD 136485Latest ADV March 31, 2026

Trippon Wealth Management Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 31, 2026, reports $262M in regulatory assets under management, 5 employees, 1 office, and 927 accounts.

Assets Under Management
$262M
Employees
5
Offices
1 office
Total Clients
488
Primary office
HOUSTON, TX
8588 KATY FREEWAY, SUITE 320, HOUSTON, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJames M. Trippon

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 47.1% of total clients.
Top client categories% of clientsClients
1
Individuals
47.1%
230
2
Pension Plans
40.6%
198
3
HNWI
12.3%
60

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$262Mas of March 31, 2026
Discretionary93.6%
$245M
94% of total RAUM93.6%
Non-discretionary6.4%
$17M
6% of total RAUM6.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$262M
Total Accounts927
10Y AUM Change+$128M (+95.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee98:1
10Y Employee Change+1 (+25.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2014 and 2024. Charts show the most recent available filing segment under this CRD.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.