# TRIPLE CROWN WEALTH MANAGEMENT

TRIPLE CROWN WEALTH MANAGEMENT of LEXINGTON, KY is an SEC-registered investment adviser.

## Registration

- CRD: 289164
- Type: SEC-registered investment adviser
- Location: 1792 ALYSHEBA WAY, LEXINGTON, KY, 40509
- Phone: 859-967-9272
- Latest filing: 2026-03-19
- Regulatory AUM: $14.3M
- Discretionary AUM: $14.3M
- Clients: 3
- Accounts: 266

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289164/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289164/similar
- Related entities: https://search.stillhousedata.com/firm/289164/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289164

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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.