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
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.
Latest 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%)
* 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.