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WEG - Trippon-Rhoad Team

EST. AUM
$262,287,030

CONTACTS

CLIENT ACCOUNTS
927

Firm Details

Metro area Houston
CRD Number 136485
Website wealthenhancement.com
Client types

Overview

The Trippon-Rhoad Team operates as an wealth advisory team affiliated with Wealth Enhancement Advisory Services, LLC. On July 15, 2026, Trippon-Rhoad Team (formerly Trippon Wealth Management Group) was acquired by Wealth Enhancement Group. Operating out of Houston, Texas, the team acts as an investment allocator providing comprehensive wealth management, retirement planning, and tax-focused advisory services to senior executives, business leaders, and high-net-worth families. Its core responsibilities center on goals-based financial planning, executive compensation alignment, and ongoing portfolio adjustment. The general investment approach focuses on long-term risk management through broad diversification across global markets and multi-asset class architectures tailored to each client's specific risk tolerance.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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