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- Custodian
- Altruist · Charles Schwab & Company · Pershing · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-19-2017
- Office Locations
- 1
Office Locations
About Triple Crown Wealth Management
Triple Crown Wealth Management is an independent firm in Lexington, KY focused on personalized financial planning and retirement strategies built around fixed insurance products and annuities. The team works with individuals to clarify goals, select suitable products, and provides ongoing support for investment-related questions and portfolio maintenance—relevant for partners targeting protection and income solutions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jason Carl Stelter
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6825856
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Aaron Dakota Stelter
Agent
- CRD
- #7540605
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,253,740 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,253,740 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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