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- Custodian
- Charles Schwab & Company · TD Ameritrade · Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-26-2011
- Office Locations
- 4
Office Locations
About Triumph Wealth Advisors, Inc.
Triumph Wealth Advisors is an independent wealth management firm offering advisory services and financial planning for individual investors, with a client focus that includes entrepreneurs. Portfolios commonly use ETFs alongside mutual funds, fixed income, and other allocation and risk-management tools. For brokerage accounts, securities are offered through World Equity Group (FINRA/SIPC), reflecting a hybrid advisory/broker-dealer setup distribution teams should note.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON PAUL DAUGHERTY
Chief Executive Officer, Founder
- CRD
- #4267059
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOHN MARTIN BRADY JR
Chief Compliance Officer, Managing Member
- CRD
- #2119657
GLENN EDWARD COOK
--
- CRD
- #2903080
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,410,000 | $116,494 |
| Total | $18,410,000 | $116,494 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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