Trippon Wealth Management Group LLC

Trippon Wealth Management Group LLC (CRD# 136485) is a financial advisory firm headquartered in Houston, TX. They manage $134,279,133 in 752 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
8588 Katy Freeway, Suite 320, Houston, TX 77024
http://www.financialadvisorhouston.com
By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    752
    ACCOUNTS
  • Average Account Value
    $178,563
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, GA, LA, TX

Financial Advisors at Trippon Wealth Management Group LLC
Showing 1 - 4 of 4 top financial advisors.
1
Tyler Olson, financial advisor Houston TX
Tyler C. Olson
CRD#: 7079062
8588 Katy Freeway, Suite 320, Houston, TX 77024

Tyler Olson (CRD# 7079062) is an Investment Advisor Representative working at Trippon Wealth Management Group LLC in Houston, TX and has over 5 years of experience in the finance industry.

2
Travis Rhoad, financial advisor Houston TX
Travis Y. Rhoad
CRD#: 6330888
8588 Katy Freeway, Suite 320, Houston, TX 77024

Travis Rhoad (CRD# 6330888) is an Investment Advisor Representative working at Trippon Wealth Management Group LLC in Houston, TX and has over 10 years of experience in the finance industry.

3
James Trippon, financial advisor Houston TX
James M. Trippon
CRD#: 2491347
8588 Katy Freeway, Suite 320, Houston, TX 77024

James Trippon (CRD# 2491347) is an Investment Advisor Representative working at Trippon Wealth Management Group LLC in Houston, TX and has over 29 years of experience in the finance industry.

4
Mitchell Craig, financial advisor Houston TX
Mitchell A. Craig
CRD#: 7467592
8588 Katy Freeway, Suite 320, Houston, TX 77057

Mitchell Craig (CRD# 7467592) is an Investment Advisor Representative working at Trippon Wealth Management Group LLC in Houston, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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