# Tripletail Wealth Management

> Tripletail Wealth Management is an SEC-registered investment advisory firm in Orlando, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 318781
- Filed as: TRIPLETAIL WEALTH MANAGEMENT
- Legal name: Tripletail Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318781
- AdvisorCensus page: https://advisorcensus.com/firm/tripletail-wealth-management-orlando-fl-318781

## Quick answers

**How is Tripletail Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Tripletail Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Tripletail Wealth Management located?**
Tripletail Wealth Management's principal office is in Orlando, FL, according to its Form ADV.

**Is Tripletail Wealth Management registered with the SEC or a state?**
Tripletail Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 318781.

**How much does Tripletail Wealth Management manage?**
Tripletail Wealth Management reports $132,112,784 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (99% discretionary).

**How have Tripletail Wealth Management's assets and staff changed since 2025?**
In the Form ADV data for Tripletail Wealth Management: Regulatory assets under management: $109,840,000 in the October 2025 data and $132,112,784 in the October 2026 data, up 20%. Total employees: 3 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tripletail Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (28).

**Which custodians does Tripletail Wealth Management use?**
Tripletail Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and State Street Global Markets, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Tripletail Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318781

**Does Tripletail Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $500,000. However, based on facts and circumstances the Advisor may, at its sole discretion, accept accounts with a lower value."

**What changed in Tripletail Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $109,840,000 to $132,112,784 (+20%). Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $500,000. However, based on facts and circumstances the Advisor may, at its sole discretion, accept accounts with a lower value.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- State Street Global Markets, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $132,112,784
- Discretionary: $130,252,982
- Non-discretionary: $1,859,802

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $4,547,020 |
| High net worth individuals | 46 | $127,565,764 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tripletailwealth.com
- Instagram @tripletailwealth
- LinkedIn @tripletail-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $109,840,000 | 3 | May 27, 2025 |
| October 2026 | $132,112,784 | 2 | March 5, 2026 |

Regulatory assets under management: $109,840,000 in the October 2025 data and $132,112,784 in the October 2026 data, up 20%.
Total employees: 3 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $109,840,000 to $132,112,784 (+20%).
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tripletail Wealth Management (CRD 318781): Form ADV filing data as of October 2026.