TRIUMPH WEALTH ADVISORS, INC.
- TRIUMPH WEALTH ADVISORS, INC.
- BILTMORE FINANCIAL SERVICES
- WIENIEWITZ FINANCIAL
- WELLS FINANCIAL
- VISION FINANCIAL
- STARTT PLANNING
- SAVAGE CAPITAL MANAGEMENT
- MCPHERSON FINANCIAL SERVICES
- MATTHEWS FINANCIAL SERVICES
- KOONTZ INSURANCE AND FINANCIAL
- HUMPHRIS FINANCIAL SERVICES
- FOCUS FINANCIAL GROUP, LLC
- DIPASQUALE FINANCIAL
- CP ASSOCIATES
- CASON FINANCIAL
- CAMERON FINANCIAL SERVICES
- SUNRISE FINANCIAL
- LEADERSHIP FINANCIAL
- TRIUMPH WEALTH ADVISORS, INC.
- BILTMORE FINANCIAL SERVICES
- WIENIEWITZ FINANCIAL
- WELLS FINANCIAL
- VISION FINANCIAL
- STARTT PLANNING
- SAVAGE CAPITAL MANAGEMENT
- MCPHERSON FINANCIAL SERVICES
- MATTHEWS FINANCIAL SERVICES
- KOONTZ INSURANCE AND FINANCIAL
- HUMPHRIS FINANCIAL SERVICES
- FOCUS FINANCIAL GROUP, LLC
- DIPASQUALE FINANCIAL
- CP ASSOCIATES
- CASON FINANCIAL
- CAMERON FINANCIAL SERVICES
- SUNRISE FINANCIAL
- LEADERSHIP FINANCIAL
Adviser Profile
| As of Date | 03/27/2026 |
| Registration | Texas, Approved, 07/19/2024 |
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| Former registrations | |
| Contact Info | 770 xxxxxxx |
| Websites |
| AUM* | 18,410,000 -34% |
| of that, discretionary | 0 |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 93,929 -19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds