CRD: 136485
Trippon Wealth Management Group LLC
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-2006
- Office Locations
- 1
Office Locations
About Trippon Wealth Management Group LLC
Trippon Wealth Management Group LLC is a Houston-based RIA serving entrepreneurs, retirees, and other high-net-worth/accredited investors with financial planning and portfolio construction, including tax and estate planning plus insurance/retirement plan guidance. The practice uses mutual funds and ETFs alongside fixed income and real assets (e.g., infrastructure/real estate), and custodians with Charles Schwab and Raymond James.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
James Mark Trippon
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2491347
- Ownership
- 75% or more
Travis Rhoad
Investment Advisor, PARTNER
- CRD
- #6330888
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Mitchell Craig
Investment Advisor
- CRD
- #7467592
Tyler Olson
Investment Advisor
- CRD
- #7079062
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $245,414,464 | $276,679 |
| Non-Discretionary | $16,872,566 | $421,814 |
| Total | $262,287,030 | $282,942 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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