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TRIPLETAIL WEALTH MANAGEMENT

TRIPLETAIL WEALTH MANAGEMENT, LLC

CRD 318781 · SEC 801-133752

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224 E. MARKS ST., ORLANDO, FL, 32803, United States

Phone

407-286-4072

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$132.1M

Discretionary AUM

$130.3M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals28$4.5M
High net worth individuals46$127.6M

States served

NH, FL

All web addresses on file

Official SEC filing: View on IAPD