# Triple Crown Wealth Management

Triple Crown Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 289164
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289164

## About

TRIPLE CROWN WEALTH MANAGEMENT is a state-registered investment adviser in LEXINGTON, KY. The firm manages approximately $14 million in regulatory assets. It has 3 employees and 2 investment advisers.

## Questions

### Does Triple Crown Wealth Management participate in fund commitments or only direct deals?

Triple Crown Wealth Management does not participate in fund commitments, direct deals, or private-market investments. Its business model focuses on distributing retail insurance and retirement products — annuities, life insurance, and related instruments — through a network of independent financial professionals.

### What investment stages does Triple Crown Wealth Management typically target?

Triple Crown Wealth Management does not target investment stages in the institutional sense. The firm distributes insurance and retirement products that are primarily suited for retail and mass-affluent investors rather than institutional LPs. No venture, growth, buyout, or real-asset stage information is available.

### Which sectors does Triple Crown Wealth Management explicitly avoid?

Triple Crown Wealth Management does not publicly state sector exclusions. The firm's product distribution is concentrated in insurance and retirement-planning categories, which implicitly avoids venture capital, private equity, real estate, and direct lending sectors.

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Last updated: 2026-06-03T20:00:00.000Z

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