Triumph Private Wealth

RIAState Registered
Total AUM
$22.4M
Discretionary
$22.4M
100% of AUM
Avg account
$163K
Accounts
137
Employees
1
Advisory reps
1

Firm details

Headquarters
Orlando, Florida
CRD number
311199
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI77.01%
  • Individuals22.99%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Triumph Private Wealth is an independent, fee-based advisory firm organized as an LLC that focuses on serving individual and family clients. Its core services are financial planning and discretionary portfolio management for individuals and small businesses, with fees charged as a percentage of assets under management. The firm lists an insurance company affiliation among its industry ties and reports being state-registered in multiple states (Arizona, California, Colorado, Florida, Texas, Wisconsin). Triumph does not position itself around ESG mandates and does not identify as a capital allocator. The practice appears oriented toward traditional wealth-management relationships rather than institutional or pension consulting work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 96%, Exchange Traded Equities 3%, Cash & Cash Equivalents 1%96%
  • Public Funds/Mutual Funds96%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Jonathan Kreidt

    Jonathan Kreidt

    PresidentCRD 6737187

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Orlando, FL

Orange

Location

Orlando, FL

Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
2629 Edgewater Dr
Time zone
ET (UTC-5)
Office locations

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