Triumph Wealth Advisors, Inc.
Triumph Wealth Advisors, Inc. is an SEC-registered mass-market adviser with $28.1M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Triumph Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153175, data through 2024-07-17.
- AUM (assets under management / regulatory AUM)
- $28.1M (2024-07-17)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 241
- CRD
- 153175
- Ownership
- TAYLOR, DENNIS, WILLARD; DAUGHERTY, JASON, PAUL
How much AUM does Triumph Wealth Advisors, Inc. have?
Triumph Wealth Advisors, Inc. reported $28.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2024-07-17).
Who owns Triumph Wealth Advisors, Inc.?
Disclosed owners and executives of Triumph Wealth Advisors, Inc. include TAYLOR, DENNIS, WILLARD, DAUGHERTY, JASON, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.