$22.4M Total AUM
$22.4M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-03-2021
- Office Locations
- 1
Office Locations
2629 Edgewater Drive Orlando FL
About Triumph Private Wealth
Triumph Private Wealth is a purpose-driven Orlando RIA helping individuals and families accumulate and responsibly distribute wealth with fiduciary, bias-aware guidance. The practice builds primarily ETF-based portfolios (custodied at Schwab) and positions itself as “strategists, not salespeople.” The firm also highlights charitable involvement through Saving Grace in Uganda.
Team overview
29 AVG AGE
$22.4M AVG AUM / ADVISOR
$355.4K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
J
Jonathan Triumph Kreidt
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6737187
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,390,624 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,390,624 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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