Tripletail Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 1–10 clients last fiscal year.
Tripletail Wealth Management reports 74 clients. They include 46 high-net-worth individuals and 28 individual clients. Of its assets, 98.6% ($130M across 148 accounts) are managed with discretion; $1.86M across 7 accounts are not. A wrap fee program the firm both sponsors and manages holds $132M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 3% |
| High-net-worth individuals | 62% | 97% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 28 | $4.55M | 3.4% | $162K |
| High-net-worth individuals | 46 | $128M | 96.6% | $2.77M |
| Total | 74 | $132M | 100% | $1.79M |
- Clients
- 28
- Regulatory AUM
- $4.55M
- AUM share
- 3.4%
- Avg. per client
- $162K
- Clients
- 46
- Regulatory AUM
- $128M
- AUM share
- 96.6%
- Avg. per client
- $2.77M
Total
- Clients
- 74
- Regulatory AUM
- $132M
- AUM share
- 100%
- Avg. per client
- $1.79M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Tripletail Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jason Adams owns 50% to 75% of Tripletail Wealth Management. The leadership team of Tripletail Wealth Management includes Chief Compliance Officer Erik Bonnett. It has 2 employees.
Leadership
Erik BonnettMember and Chief Compliance Officer
Jason AdamsMember
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Tripletail Wealth Management, LLC
Jason Adams
Control person · since October 2019
- Owns 50% to 75% of Tripletail Wealth Management, LLC
Erik Bonnett
Control person · since October 2019
Tripletail Wealth Management’s regulatory assets grew 1.9× from $70M (July 2022) to $132M (March 2026); clients rose from 30 to 74 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $132M | 74 | 2 | 1 |
| May 2025 | $110M | 74 | 3 | 1 |
| July 2022 | $70M | 30 | 2 | 1 |
Besides its headquarters, Tripletail Wealth Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 224 E. Marks St., OrlandoHQ
Contact and registration details
- Legal name
- Tripletail Wealth Management, LLC
- Headquarters
- 224 E. Marks St., Orlando, FL 32803
- Website
- tripletailwealth.com
- Phone
- 407-286-4072
- @tripletail-wealth-management
- SEC file
- 801-133752
- Structure
- Florida LLC
- Fiscal year end
- December
Tripletail Wealth Management uses Charles Schwab ($130M, 99%) and State Street Global Markets ($1.86M, 1%) as custodians for its separately managed accounts. Tripletail Wealth Management has custody of $3.78M in client assets for 2 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $130M99%
- State Street Global MarketsState Street Global Markets, LLC · Boston, MA · $1.86M1%
At year end, Tripletail Wealth Management’s separately managed accounts were largely in funds (47%) and stocks (46%). Its reported 13F holdings for the quarter ended 30 June 2026 total $86.9M across 278 positions; the largest are Jbt Marel Corporation (19.2%), Nvidia Corporation (5.1%) and Invesco Exchange Traded FD T (3.8%).
What the accounts hold
- Stocks46%
- Funds47%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash6%
Reported 13F holdings
- $86.9M
- Reported 13F value
- 278
- Positions
- 43.3%
- In the 10 largest
- +18.5%
- Value vs. prior quarter
- Jbt Marel Corporation19.2%
- Nvidia Corporation5.1%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt3.8%
- Apple Inc.3.0%
- Pgim ETF TR · Pgim Ultra SH BD2.4%
- Amazon Com Inc.2.1%
- Micron Technology Inc.2.1%
- Microsoft Corp.2.0%
- iShares TR · S&P 500 Grwt ETF1.9%
- Pacer Fds TR · Metaurus Cap 4001.8%
Together, the ten largest are 43.3% of reported value.
How many clients does Tripletail Wealth Management have?
Tripletail Wealth Management has 74 clients and manages $132 million for them, as of March 2026. They include 46 high-net-worth individuals and 28 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Tripletail Wealth Management offer?
Tripletail Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Tripletail Wealth Management use?
Tripletail Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $130M and State Street Global Markets, LLC (Boston, MA), with $1.86M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Tripletail Wealth Management have?
Tripletail Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tripletail Wealth Management invest in?
At the end of its last fiscal year, Tripletail Wealth Management’s separately managed accounts held 47% pooled vehicles (private funds and similar), 46% exchange-traded equities, 6% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tripletail Wealth Management?
Tripletail Wealth Management’s direct owners are Jason Adams (50% to 75%) and Erik Bonnett (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Tripletail Wealth Management get paid?
Tripletail Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Tripletail Wealth Management?
Tripletail Wealth Management’s main office is at 224 E. Marks St., Orlando, FL 32803. Its phone number is 407-286-4072. Its website is tripletailwealth.com.