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TRIPLE CROWN WEALTH MANAGEMENT
LEXINGTON FINANCIAL ADVISORS, LLC
CRD 289164
1792 ALYSHEBA WAY, SUITE 100, LEXINGTON, KY, 40509, United States
Phone
859-967-9272
Fax
866-232-5104
Registration
— (—)
Source
State registered
Total AUM
$14.3M
Discretionary AUM
$14.3M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 214 | $10.5M |
| High net worth individuals | 3 | $3.7M |
All web addresses on file
Official SEC filing: View on IAPD