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TRIPLE SUMMIT ADVISORS, LLC

· CRD 282764 · IAPD ↗ · (917) 574-2670

$108.5MRegulatory AUM
2Advisory reps
2Employees
3Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — TRIPLE SUMMIT ADVISORS, LLC (location n/a) is newly SEC-registered with $108.5M RAUM and 2 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.