TRIUMPH WEALTH ADVISORS, INC.

TRIUMPH WEALTH ADVISORS, INC. of WOODSTOCK, GA is an SEC-registered investment adviser (CRD 153175). Regulatory assets under management: $18.4M.

Registration

• CRD: 153175
• SEC file number: 801-79603
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153175 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search