Erik Bonnett has been Member and Chief Compliance Officer of Tripletail Wealth Management since October 2019, is a control person of the firm and directly owns between 50% and 75% of it. Erik Bonnett holds a J.D. from the University of Florida and an LL.M. in taxation from the University of Florida.
Tripletail Wealth Management, LLC is an Orlando, FL firm with $132M under management, 74 clients and 2 advisers in one office, as of its March 2026 filing.
Erik Bonnett is Investment Advisor Representative and Founder of Tripletail Wealth Management, based in Orlando, Florida. He serves clients with experience in estate planning, wealth transfer and trust construction. Bonnett practiced at a Florida-based law firm before moving into wealth management and trust administration with Regions Private Wealth for over 9 years.
Erik Bonnett’s longest registration is the current one, 4 years at Tripletail Wealth Management since 2022. Before joining Tripletail Wealth Management in 2022, Erik Bonnett was registered through Woodbury Financial Services, Inc.
- Tripletail Wealth ManagementCurrent– present · 4 yearsOrlando, FL · Adviser representative · Firm CRD 318781
- Woodbury Financial Services, Inc.– · 1 yearOrlando, FL · Adviser representative · Firm CRD 421
Investment adviser representative registrations
Erik Bonnett is registered as an investment adviser representative in Florida, since April 2022.
- FloridaSince 6 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 7TO | General Securities Representative Examination | 4 February 2021 |
| Series 66 | Uniform Combined State Law Examination | 28 December 2020 |
| SIE | Securities Industry Essentials Examination | 30 August 2019 |
- Name
- Operations Professional Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Erik Nathan Bonnett
- CRD
- 7271056
- Firm
- Tripletail Wealth Management · CRD 318781
- Role
- Member and Chief Compliance Officer
- Office
- 224 E. MARKS ST., Orlando, FL 32803
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tripletailwealth.com
Where does Erik Bonnett work?
Erik Bonnett has been Member and Chief Compliance Officer of Tripletail Wealth Management, LLC since October 2019, and is a control person of the firm.
Is Erik Bonnett a financial advisor?
Yes. Erik Bonnett has a current investment-adviser registration in Florida, through Tripletail Wealth Management since April 2022.
How many years of experience does Erik Bonnett have?
Erik Bonnett has 5 years in the financial industry, since February 2021, across 2 adviser firms.
What exams has Erik Bonnett passed?
Erik Bonnett has passed 4 licensing exams: the SIE, Series 66, Series 7TO and Series 99TO. The earliest, the SIE, was passed in August 2019.
Where is Erik Bonnett based?
Erik Bonnett’s registered office is in Orlando, FL.
Is Erik Bonnett registered with FINRA?
No. Erik Bonnett has no current broker registration.
How can I verify Erik Bonnett’s record?
Search CRD 7271056 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erik Bonnett’s full registration record.
