Tripletail Wealth Management
SEC RegisteredYour Wealth. Your Financial Future. Your Prosperity.
About the firm
Tripletail Wealth Management is an independent wealth management firm based in Florida, specializing in financial planning in Orlando. The firm offers personalized wealth management solutions, moving beyond the practices of large banks to provide custom strategies for individuals and families. Their team brings 30 years of financial expertise to help clients achieve generational prosperity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, alternative investment solutions (real estate, private equity, private placements), financial planning, wealth transfer strategies and estate planning, and custom solutions.
Who they serve
Individuals and families seeking personalized wealth management, family wealth planning, and generational prosperity.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 28 | $4.5M |
| High Net Worth Individuals | 46 | $128M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2 million | 1.25% |
| $2-$5 million | 0.95% |
| $5-$10 million | 0.75% |
| Over $10 million | 0.55% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tripletail Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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