# TRIPLETAIL WEALTH MANAGEMENT, LLC

TRIPLETAIL WEALTH MANAGEMENT, LLC of ORLANDO, FL is an SEC-registered investment adviser.

## Registration

- CRD: 318781
- Type: SEC-registered investment adviser
- SEC file number: 801-133752
- Location: 224 E. MARKS ST., ORLANDO, FL, 32803
- Phone: 407-286-4072
- Latest filing: 2026-03-05
- Regulatory AUM: $132.1M
- Discretionary AUM: $130.3M
- Non-discretionary AUM: $1.9M
- Clients: 2
- Accounts: 155

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jason Scott Adams | MEMBER | — |
| Erik Nathan Bonnett | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| ADAMS JASON SCOTT | MEMBER | — |
| BONNETT ERIK NATHAN | MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318781/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318781/similar
- Related entities: https://search.stillhousedata.com/firm/318781/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318781

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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.