Trippon Wealth Management Group LLC

Trippon Wealth Management Group LLC (CRD# 136485) is a financial advisory firm headquartered in Houston, TX. They manage $36,806,050 in 189 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $194,741
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Trippon Wealth Management Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
James M. Trippon
CRD#: 2491347
8955 Katy Freeway, Suite 310, Houston, TX 77024
93
Wealthminder
score

James Trippon (CRD# 2491347) is an Investment Advisor Representative working at Trippon Wealth Management Group LLC in Houston, TX and has over 22 years of experience in the finance industry.

2
Travis Y. Rhoad
CRD#: 6330888
8955 Katy Freeway, Suite 310, Houston, TX 77024
89
Wealthminder
score

Travis Rhoad (CRD# 6330888) is an Investment Advisor Representative working at Trippon Wealth Management Group LLC in Houston, TX and has over 2 years of experience in the finance industry.

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