# Triumph Wealth Management LLC

> Triumph Wealth Management LLC is a state-registered investment advisory firm in Laconia, NH, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated January 2, 2025.

- CRD: 155537
- Filed as: TRIUMPH WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Laconia, NH
- Filing period: October 2026
- Form ADV filing dated: January 2, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155537
- AdvisorCensus page: https://advisorcensus.com/firm/triumph-wealth-management-llc-laconia-nh-155537

## Quick answers

**How is Triumph Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Triumph Wealth Management LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Triumph Wealth Management LLC located?**
Triumph Wealth Management LLC's principal office is in Laconia, NH, according to its Form ADV.

**Is Triumph Wealth Management LLC registered with the SEC or a state?**
Triumph Wealth Management LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155537.

**What types of clients does Triumph Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does Triumph Wealth Management LLC 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/155537

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triumph Wealth Management LLC (CRD 155537): Form ADV filing data as of October 2026.