Tripletail Wealth Management, LLC
Tripletail Wealth Management, LLC is an independent wealth management firm headquartered in Orlando, Florida. Founded by experienced advisors with a combined 30 years of financial expertise, the firm specializes in providing personalized financial planning and legacy wealth management services. Serving mainly high net worth individuals and families, Tripletail Wealth crafts custom solutions for generational prosperity. As of 2025, the firm manages approximately $109.8 million in assets with a small team of 2-3 employees focused on investor services.
Investment Strategy
Tripletail Wealth Management provides customized investment management tailored to individual client needs, emphasizing family wealth planning, generational prosperity, and legacy strategies. Their independent approach includes financial planning, wealth transfer, and alternative investment solutions such as real estate and private equity. The firm prioritizes long-term growth and protection of wealth by aligning client goals with highly personalized strategies, steering away from impersonal big-bank practices and focusing on dedicated client service and responsiveness.
Top Holdings
Equity Positions (321)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.25% | $4.4M | 23,708 | $157.99 | $186.58 | -$185.7K |
M MSFT | MICROSOFT CORP | 2.89% | $2.4M | 4,646 | $497.42 | $517.95 | -$1.3K |
A AAPL | APPLE INC | 2.71% | $2.3M | 8,920 | $205.17 | $254.63 | +$178.0K |
A AMZN | AMAZON COM INC | 2.12% | $1.8M | 8,113 | $219.39 | $219.57 | -$41.7K |
R RSP | INVESCO EXCHANGE TRADED FD T | 2.06% | $1.7M | 9,102 | $181.74 | $189.70 | +$34.0K |