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TRIPLETAIL WEALTH MANAGEMENT

ORLANDO, FL · CRD 318781 · IAPD ↗ · tripletailwealth.com · 407-286-4072

$132.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — TRIPLETAIL WEALTH MANAGEMENT notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2025 — TRIPLETAIL WEALTH MANAGEMENT (ORLANDO, FL) is newly SEC-registered with $109.8M RAUM and 3 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.