TRIPLE CROWN WEALTH MANAGEMENT

TRIPLE CROWN WEALTH MANAGEMENT of LEXINGTON, KY is an SEC-registered investment adviser (CRD 289164). Regulatory assets under management: $14.3M.

Registration

• CRD: 289164
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289164 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search