T
Triumph Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
20
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
20
Average account size
$0
About
Triumph Wealth Management serves individual clients and small businesses with tailored financial planning, tax planning, and retirement planning that begins with in-depth review of investments, tax returns, and other financial documents. The firm states it does not sell financial products, accept commissions, or retain custody of client assets.
The firm’s advisory process is centered on preparing suitable written financial plans after a detailed inquiry into clients’ objectives and risk tolerance, using fundamental securities analysis and third‑party research sources. It does not engage in securities trading, accept discretionary authority for accounts, or recommend broker‑dealers, and it provides periodic plan reviews and client access throughout the engagement.
Triumph is notable among peers for integrating formal tax credentials into its advisory offering—the principal is an Enrolled Agent with tax preparation and IRS representation experience—which is uncommon for supported firms. The firm also departs from typical practice by operating on a fee‑only, non‑percentage‑of‑AUM basis and by not providing portfolio management for individual clients, while serving a small, mainly non‑high‑net‑worth client base with a single advisor.
Client services
Financial planning
Expertise
General tax planning
General retirement planning
Fee options
$200 per hour
Fee-only: $200 per hour consulting fee; Retainer up to $500 (refundable less fees for time incurred if terminated early)
Main office location
Triumph Wealth Management LLC
9 Fells Way Unit B
Laconia NH 03246, United States
Number of offices
2
Most active in
Triumph Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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