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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 17, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TAYLOR, DENNIS, WILLARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, DENNIS, WILLARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, DENNIS, WILLARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, DENNIS, WILLARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, DENNIS, WILLARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, DENNIS, WILLARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, DENNIS, WILLARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, DENNIS, WILLARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, DENNIS, WILLARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, DENNIS, WILLARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO/CCO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO/CCO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO/CCO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO/CCO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO/CCO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO/CCO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO/CCO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO/CCO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO/CCO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO/CCO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO | E | Control |
| DAUGHERTY, JASON, PAUL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO/CCO | E | Control |
| DAUGHERTY, JASON, PAUL | I | PRESIDENT/CEO/CCO | E | Control |
Registrations
Federal
IA
Jul 17, 2024 REGISTERED
Notice Filings (29)
AL AZ CA CO CT FL GA IA IN KS LA MA MD ME MO MS MT NC NE NH NJ NM OH PA SC TN TX VA WV
Address
2230 TOWNE LAKE PKWYBLDG 800-STE 130
WOODSTOCK, GA 30189
United States
Phone: 770-924-9322