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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TRIPLETAIL WEALTH MANAGEMENT

TRIPLETAIL WEALTH MANAGEMENT, LLC, CRD 318781

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2efaa105-2c5e-dbed-42b9-75d310398f6a

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Feb 10, 2022 to Mar 5, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $132MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $130M
Private client RAUM: $132MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $66.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 155
Individual clients: 28
High net worth clients: 46
Custody, client assets: $3.8M
SEC number: 801-133752
CRD: 318781
Filings on the tape: 9
First filed: Feb 10, 2022
Latest filed: Mar 5, 2026
Organised: Limited Liability Company, FL
Website: tripletailwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JASON SCOTT ADAMS	Certified Financial Planner	ORLANDO, FL	4	19	8	no
ERIK NATHAN BONNETT	n/a	ORLANDO, FL	4	15	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ADAMS, JASON, SCOTT	Member	D	yes	10/2019	Feb 10, 2022	Aug 25, 2022
BONNETT, ERIK, NATHAN	MEMBER AND CHIEF COMPLIANCE OFFICER	D	yes	10/2019	Feb 10, 2022	Aug 25, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$132M	$130M	2	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	50.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$132M	n/a	n/a	n/a	n/a	2	n/a	0	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WOODBURY FINANCIAL SERVICES, INC.	2	Apr 8, 2022	Apr 6, 2022	ORLANDO, FL	Team lift out	Ibd to new firm	0.2%

Relationships

Registered with (3)

← JASON SCOTT ADAMSAdvisorregistration: current employment
Apr 6, 2022 to presentfactForm ADV
← ERIK NATHAN BONNETTAdvisorregistration: current employment
Apr 6, 2022 to presentfactForm ADV
← MICAH DUANE LARSONAdvisorregistration: previous registration
May 2, 2025 to Dec 9, 2025factForm ADV

Controls (2)

← ADAMS, JASON, SCOTTOwnerMEMBER, ownership code D, individual
Feb 10, 2022 to Aug 25, 2022factForm ADV
← BONNETT, ERIK, NATHANOwnerMEMBER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 10, 2022 to Aug 25, 2022factForm ADV

Moved with (1)

← WOODBURY FINANCIAL SERVICES, INC.Registered adviser2 advisors, team lift out
Apr 8, 2022 to Apr 6, 2022factForm ADV

Dated events

Occurred
Dec 9, 2025
Advisor changed firm
Micah Duane Larson left Tripletail Wealth Management for Lpl Financial Llc (registered 2025-12-09)
Form ADVobserved 3 days ago
Occurred
Apr 8, 2022
Team lift-out
2 advisors left Woodbury Financial Services, Inc. (Orlando, FL) for Tripletail Wealth Management within 5 days
Form ADVobserved 3 days ago
2 advisors
Occurred
Feb 10, 2022
First Form ADV filing
Tripletail Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2efaa105-2c5e-dbed-42b9-75d310398f6a
First observed: Feb 10, 2022
Last observed: Mar 5, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRIPLETAIL WEALTH MANAGEMENT

TRIPLETAIL WEALTH MANAGEMENT, LLC, CRD 318781

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2efaa105-2c5e-dbed-42b9-75d310398f6a

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JASON SCOTT ADAMS

Certified Financial Planner

ORLANDO, FL

ERIK NATHAN BONNETT

n/a

ORLANDO, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ADAMS, JASON, SCOTT

Member

yes

10/2019

Feb 10, 2022

Aug 25, 2022

BONNETT, ERIK, NATHAN

MEMBER AND CHIEF COMPLIANCE OFFICER

yes

10/2019

Feb 10, 2022

Aug 25, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$132M

$130M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$132M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WOODBURY FINANCIAL SERVICES, INC.

Apr 8, 2022

Apr 6, 2022

ORLANDO, FL

Team lift out

Ibd to new firm

0.2%