TRIUMPH WEALTH ADVISORS, INC.
CRD #153175 SEC #801-79603 WOODSTOCK, GA 770-924-9322
SEC Registered
Total AUM
$28.1M
Discretionary
$0
Employees
4
Clients
1
Accounts
241
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $28.1M | $0 | $28.1M | 4 | 241 |
| Jul 2024 | $28.1M | $0 | $28.1M | 4 | 241 |
| Jun 2024 | $28.1M | $0 | $28.1M | 4 | 241 |
| May 2024 | $28.1M | $0 | $28.1M | 4 | 241 |
| Apr 2024 | $28.1M | $0 | $28.1M | 4 | 241 |
| Mar 2024 | $41.7M | $0 | $41.7M | 15 | 225 |
| Mar 2023 | $23.4M | $0 | $23.4M | 21 | 190 |
| Mar 2022 | $17.1M | $0 | $17.1M | 21 | 120 |
| Mar 2021 | $13.2M | $0 | $13.2M | 21 | 120 |
| Jun 2020 | $27.8M | $0 | $27.8M | 24 | 388 |
| Mar 2020 | $27.8M | $0 | $27.8M | 24 | 388 |
| Jan 2020 | $18.6M | $0 | $18.6M | 36 | 386 |
| Nov 2019 | $18.6M | $0 | $18.6M | 36 | 386 |
| Jun 2019 | $18.6M | $0 | $18.6M | 36 | 386 |
| Mar 2019 | $18.6M | $0 | $18.6M | 36 | 386 |
| Apr 2018 | $8.3M | $0 | $8.3M | 27 | 236 |
| Oct 2017 | $6.2M | $0 | $6.2M | 24 | 224 |
| Mar 2017 | $2.4M | $0 | $2.4M | 24 | 100 |
| Feb 2017 | $3.4M | $0 | $3.4M | 20 | 100 |
| Nov 2016 | $3.4M | $0 | $3.4M | 20 | 100 |
| Mar 2016 | $3.4M | $0 | $3.4M | 20 | 100 |
| Jan 2016 | $11.5M | $0 | $11.5M | 20 | 100 |
| Aug 2015 | $11.5M | $0 | $11.5M | 20 | 100 |
| Aug 2015 | $11.5M | $0 | $11.5M | 20 | 100 |
| Apr 2015 | $11.5M | $0 | $11.5M | 20 | 100 |
| Mar 2015 | $11.5M | $0 | $11.5M | 20 | 100 |
| Sep 2014 | $2.6M | $0 | $2.6M | 20 | 26 |
| Aug 2014 | $2.6M | $0 | $2.6M | 20 | 26 |
| May 2014 | $2.6M | $0 | $2.6M | 20 | 26 |
| Apr 2014 | $2.6M | $0 | $2.6M | 20 | 26 |
DateJul 2024
Total AUM$28.1M
Discretionary$0
Non-Disc.$28.1M
Employees4
Clients241
DateJul 2024
Total AUM$28.1M
Discretionary$0
Non-Disc.$28.1M
Employees4
Clients241
DateJun 2024
Total AUM$28.1M
Discretionary$0
Non-Disc.$28.1M
Employees4
Clients241
DateMay 2024
Total AUM$28.1M
Discretionary$0
Non-Disc.$28.1M
Employees4
Clients241
DateApr 2024
Total AUM$28.1M
Discretionary$0
Non-Disc.$28.1M
Employees4
Clients241
DateMar 2024
Total AUM$41.7M
Discretionary$0
Non-Disc.$41.7M
Employees15
Clients225
DateMar 2023
Total AUM$23.4M
Discretionary$0
Non-Disc.$23.4M
Employees21
Clients190
DateMar 2022
Total AUM$17.1M
Discretionary$0
Non-Disc.$17.1M
Employees21
Clients120
DateMar 2021
Total AUM$13.2M
Discretionary$0
Non-Disc.$13.2M
Employees21
Clients120
DateJun 2020
Total AUM$27.8M
Discretionary$0
Non-Disc.$27.8M
Employees24
Clients388
DateMar 2020
Total AUM$27.8M
Discretionary$0
Non-Disc.$27.8M
Employees24
Clients388
DateJan 2020
Total AUM$18.6M
Discretionary$0
Non-Disc.$18.6M
Employees36
Clients386
DateNov 2019
Total AUM$18.6M
Discretionary$0
Non-Disc.$18.6M
Employees36
Clients386
DateJun 2019
Total AUM$18.6M
Discretionary$0
Non-Disc.$18.6M
Employees36
Clients386
DateMar 2019
Total AUM$18.6M
Discretionary$0
Non-Disc.$18.6M
Employees36
Clients386
DateApr 2018
Total AUM$8.3M
Discretionary$0
Non-Disc.$8.3M
Employees27
Clients236
DateOct 2017
Total AUM$6.2M
Discretionary$0
Non-Disc.$6.2M
Employees24
Clients224
DateMar 2017
Total AUM$2.4M
Discretionary$0
Non-Disc.$2.4M
Employees24
Clients100
DateFeb 2017
Total AUM$3.4M
Discretionary$0
Non-Disc.$3.4M
Employees20
Clients100
DateNov 2016
Total AUM$3.4M
Discretionary$0
Non-Disc.$3.4M
Employees20
Clients100
DateMar 2016
Total AUM$3.4M
Discretionary$0
Non-Disc.$3.4M
Employees20
Clients100
DateJan 2016
Total AUM$11.5M
Discretionary$0
Non-Disc.$11.5M
Employees20
Clients100
DateAug 2015
Total AUM$11.5M
Discretionary$0
Non-Disc.$11.5M
Employees20
Clients100
DateAug 2015
Total AUM$11.5M
Discretionary$0
Non-Disc.$11.5M
Employees20
Clients100
DateApr 2015
Total AUM$11.5M
Discretionary$0
Non-Disc.$11.5M
Employees20
Clients100
DateMar 2015
Total AUM$11.5M
Discretionary$0
Non-Disc.$11.5M
Employees20
Clients100
DateSep 2014
Total AUM$2.6M
Discretionary$0
Non-Disc.$2.6M
Employees20
Clients26
DateAug 2014
Total AUM$2.6M
Discretionary$0
Non-Disc.$2.6M
Employees20
Clients26
DateMay 2014
Total AUM$2.6M
Discretionary$0
Non-Disc.$2.6M
Employees20
Clients26
DateApr 2014
Total AUM$2.6M
Discretionary$0
Non-Disc.$2.6M
Employees20
Clients26