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TRIPPON WEALTH MANAGEMENT GROUP LLC
CRD 136485File 801-129769
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Sep 1, 2026
Regulatory AUM
$262.3M
Below cohort median (national)
Discretionary AUM
$245.4M
Non-discretionary $16.9M
Clients
488
927 accounts
Employees
5
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 27, 2024
- Principal office
- 8588 KATY FREEWAY, SUITE 320, HOUSTON, TX, 77024
- Phone
- 713-661-1040
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $262.3M
- Discretionary AUM
- $245.4M
- Non-discretionary AUM
- $16.9M
- Discretionary accounts
- 887
- Non-discretionary accounts
- 40
- Total accounts
- 927
- AUM per client
- $537K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $131.3M |
| Pension and profit sharing plans | 198 | $69.5M |
| Individuals (other than high net worth individuals) | 230 | $61.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Clients | 426 | 488 | increased by62 |
| Apr 1, 2026 | AUM | $185,235,326 | $262,287,030 | increased by$77,051,704 |
| Apr 1, 2026 | Accounts | 830 | 927 | increased by97 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRIPPON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRIPPON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.