# TRIUMPH WEALTH ADVISORS, INC.

TRIUMPH WEALTH ADVISORS, INC. of WOODSTOCK, GA is an SEC-registered investment adviser.

## Registration

- CRD: 153175
- Type: SEC-registered investment adviser
- SEC file number: 801-79603
- Location: 2230 TOWNE LAKE PKWY, BLDG 800-STE 130, WOODSTOCK, GA, 30189
- Phone: 770-924-9322
- Latest filing: 2026-03-27
- Regulatory AUM: $18.4M
- Non-discretionary AUM: $18.4M
- Clients: 4
- Accounts: 196

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| TAYLOR DENNIS WILLARD | CHIEF COMPLIANCE OFFICER | — |
| DAUGHERTY JASON PAUL | CHIEF COMPLIANCE OFFICER; PRESIDENT/CEO; PRESIDENT/CEO/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153175/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153175/similar
- Related entities: https://search.stillhousedata.com/firm/153175/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153175

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.