Triple Crown Wealth Management
Triple Crown Wealth Management (CRD# 289164) is a financial advisory firm headquartered in Lexington, KY. They manage $4,623,439 in 102 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Triple Crown Wealth Management
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts102ACCOUNTS
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Average Account Value$45,328
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KY, OH, TN, VA, WV
Financial Advisors at Triple Crown Wealth Management
1
Jason Stelter (CRD# 6825856) is an Investment Advisor Representative working at Triple Crown Wealth Management in Lexington, KY and has over 6 years of experience in the finance industry.
2
Aaron Stelter (CRD# 7540605) is an Investment Advisor Representative working at Triple Crown Wealth Management in Lexington, KY and has 1 year of experience in the finance industry.
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