# Triumph Wealth Advisors, Inc.

> Triumph Wealth Advisors, Inc. is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 153175
- Filed as: TRIUMPH WEALTH ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153175
- AdvisorCensus page: https://advisorcensus.com/firm/triumph-wealth-advisors-inc-153175

## Quick answers

**How is Triumph Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Triumph Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Triumph Wealth Advisors, Inc. registered with the SEC or a state?**
Triumph Wealth Advisors, Inc. is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 153175.

**How much does Triumph Wealth Advisors, Inc. manage?**
Triumph Wealth Advisors, Inc. reports $18,410,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**How have Triumph Wealth Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Triumph Wealth Advisors, Inc.: Regulatory assets under management: $13,200,000 in the October 2021 data and $18,410,000 in the October 2026 data, up 39%. Total employees: 21 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Triumph Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (196).

**Does Triumph Wealth Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153175

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $18,410,000
- Discretionary: $0
- Non-discretionary: $18,410,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 196 | $18,410,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- triumphwealthadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $13,200,000 | 21 | March 31, 2021 |
| October 2022 | $17,100,000 | 21 | March 31, 2022 |
| October 2023 | $23,413,000 | 21 | March 31, 2023 |
| October 2026 | $18,410,000 | 4 | March 27, 2026 |

Regulatory assets under management: $13,200,000 in the October 2021 data and $18,410,000 in the October 2026 data, up 39%.
Total employees: 21 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triumph Wealth Advisors, Inc. (CRD 153175): Form ADV filing data as of October 2026.