TRIUMPH WEALTH ADVISORS, INC.

WOODSTOCK, Georgia·2 registered advisors·CRD# 153175
SEC# 801-796031770-924-9322
01

Firm Overview

AUM
$28M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: FEE FOR PLAN DESIGN
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRIUMPH WEALTH ADVISORS, INC.

2 registered advisors
Dennis Willard Taylor
WOODSTOCK, Georgia
Jason Paul Daugherty
WOODSTOCK, Georgia
05

Office Locations

WOODSTOCK, Georgia
2 advisors

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Data sourced from SEC Form ADV filings. TRIUMPH WEALTH ADVISORS, INC. (CRD# 153175) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.