Triumph Wealth Advisors, Inc.

Overview

Triumph Wealth Advisors, Inc. is an independent registered investment adviser that focuses on individual and family clients. Founded and SEC-registered in 2014, the firm operates under individual ownership and positions itself as a capital allocator that combines financial planning with portfolio management and the selection of outside advisers. Its advisory services are delivered primarily on a non‑discretionary basis, meaning clients retain final trading authority while the firm provides recommendations and portfolio design. Investment activity centers on public equity markets, with a clear preference for exchange‑traded equities and ETFs as the dominant building blocks of client portfolios. Triumph Wealth Advisors, Inc. supplements public equity exposure with allocations to third‑party alternative managers across real estate, commodities and oil & gas, and it also uses mutual funds and annuities to meet specific client objectives. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices