Adviser Profile
| As of Date | 08/25/2022 |
| Registration status | Registration Changed to TRIPLETAIL WEALTH MANAGEMENT, LLC |
| ADV Location | ORLANDO, FL, United States |
| Contact Info | 407 xxxxxxx |
| Websites |
| AUM* | 70,000,000 |
| of that, discretionary | 70,000,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,186,441 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
70M
60M
50M
40M
30M
20M
10M
2022
Private Funds
No private funds