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TRIPPON WEALTH MANAGEMENT GROUP LLC

HOUSTON, TX · CRD 136485 · IAPD ↗ · financialadvisorhouston.com · 713-661-1040

$262.3MRegulatory AUM
4Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
October 2026 — TRIPPON WEALTH MANAGEMENT GROUP LLC (HOUSTON, TX) left the SEC roster (was $262.3M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
66
April 2026 — TRIPPON WEALTH MANAGEMENT GROUP LLC reported RAUM up 42% ($185.2M -> $262.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2026 — TRIPPON WEALTH MANAGEMENT GROUP LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
February 2025 — TRIPPON WEALTH MANAGEMENT GROUP LLC reported RAUM up 38% ($134.3M -> $185.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2024 — TRIPPON WEALTH MANAGEMENT GROUP LLC (HOUSTON, TX) is newly SEC-registered with $134.3M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.