Advisor at Triumph Private Wealth
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Firm
Triumph Private Wealth
Location
Orlando, FL 32804
Credentials
Series 66
Industry experience
8 years
Jonathan Kreidt is a financial advisor at Triumph Private Wealth in Orlando, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Better Wealth Capital and CNL Securities Corporation. He is also an insurance agent with Triumph Insurance Solutions LLC, a company he indirectly owns. Triumph Private Wealth provides portfolio management and financial planning services to individuals, businesses, trusts, and corporate entities, managing approximately $18.3 million across about 85 client households. The firm employs a long-term, globally diversified investment approach with discretionary management and offers a wrap fee program that integrates management and trading services into a single fee.
$0 - $999,999.99: 0.95% annually $1,000,000+: 0.75% annually
Account minimum: $250,000 Minimum fee: Minimum annualized fee of $593.75 charged quarterly (i.e., $593.75 per quarter) Fee-only: Wrap fee program combining management services and trading commissions into one fee
2629 Edgewater Drive
Orlando, FL 32804
Arizona · California · Colorado · Florida · Texas · Wisconsin
Triumph Insurance Solutions LLC
2025 - Present (1 year)
Triumph Private Wealth
2024 - Present (2 years)
Better Wealth Capital
2020 - 2024 (4 years)
CNL Securities Corporation
2019 - 2020 (1 year)
Lion Street Financial
2019 - 2019 (1 year)
Cahill Inc.
2019 - 2019 (1 year)
G.A. Repple and Company
2016 - 2019 (3 years)
Eagle Creek Golf Club
2016 - 2016 (1 year)
University of Central Florida
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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