# Tripletail Wealth Management

Tripletail Wealth Management is a Bank / Wealth / Trust based in Orlando, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Orlando, United States
- **Region:** North America
- **Address:** Orlando, FL, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** www.tripletailwealth.com
- **LinkedIn:** https://www.linkedin.com/company/tripletail-wealth-management

## Regulatory record

- **CRD number:** 318781
- **SEC file number:** 801-133752
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318781

## About

Tripletail Wealth Management was founded in 2022 and is headquartered in Orlando, Florida. The firm registers as an investment adviser, a legal structure that imposes fiduciary duties on its client relationships. It positions itself as a generalist wealth manager, not a single-family office, and lists individuals, trusts, estates, charitable organizations, and corporations among its client types. The firm's formation coincides with Florida's continued net inflow of high-net-worth households, a trend that has drawn competing wealth-management firms to the state's midsize metro areas. The firm's stated capabilities span three primary lines: asset management, financial planning, and portfolio management. Geographic concentration is almost certainly domestic US, with a natural gravitational pull toward the Central Florida region given the Orlando headquarters. No direct deals, club structures, or dedicated co-investment vehicles are known from public disclosures. The absence of named portfolio holdings or fund structures in the public domain is consistent with a young, sub-scale RIA still building a track record. Team size and total assets under management are not publicly reported. Florida business records and the firm's regulatory filings list an Orlando address but no additional offices. No adjacent vehicles—such as a philanthropic foundation, real-estate operating company, or peer-network membership—are named in the firm's public footprint. Without a disclosed management roster, the ownership and day-to-day investment decision-making structure remains opaque. Structurally, the firm's differentiator is its fiduciary-RIA wrapper in a market that still includes a large number of broker-dealer-affiliated advisors. This regulatory posture—acting as a Registered Investment Adviser subject to the Investment Advisers Act of 1940—removes commission-based conflicts on paper, though it is a common differentiator rather than a unique one. The governance and succession architecture is unknown. The firm's youth and thin public record make it difficult to map, placing it among thousands of small RIA start-ups that populate US wealth management rather than a distinct institutional peer.

## Questions

### Who owns and runs Tripletail Wealth Management?

No named principals are disclosed in the firm's public regulatory filings or website. This level of opacity is common among very small or newly formed RIAs that have not yet built a public-facing brand. Until the firm discloses its management team or a Form ADV is publicly reviewed for named control persons, the identity of its investment decision-makers is not a matter of public record.

### How does Tripletail Wealth Management charge for its services?

The firm has not publicly disclosed its fee schedule. As a registered investment adviser, it is permitted to charge asset-based fees, hourly or fixed retainers, or subscription fees. Many small Florida-based RIAs default to an assets-under-management fee structure, but without a filed disclosure or public statement, this remains unconfirmed for Tripletail.

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Last updated: 2026-08-11T02:43:31.692Z

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