# TRIPPON WEALTH MANAGEMENT GROUP LLC

TRIPPON WEALTH MANAGEMENT GROUP LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 136485
- Type: SEC-registered investment adviser
- SEC file number: 801-129769
- Location: 8588 KATY FREEWAY, SUITE 320, HOUSTON, TX, 77024
- Phone: 713-661-1040
- Latest filing: 2026-03-31
- Regulatory AUM: $262.3M
- Discretionary AUM: $245.4M
- Non-discretionary AUM: $16.9M
- Clients: 5
- Accounts: 927

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| James Mark Trippon | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| TRIPPON JAMES MARK | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| CROCKER JESSE WILBUR | SECRETARY | — |
| GILBERT KIMBERLY DRAKE | CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | — |
| Travis Yeats Rhoad | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136485/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136485/similar
- Related entities: https://search.stillhousedata.com/firm/136485/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136485

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.