TRIUMPH WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- LACONIA, New Hampshire
- CRD number
- 155537
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Triumph Wealth Management LLC operates as an independent registered investment advisor, primarily catering to individual and family clients. The firm focuses on providing financial planning services and is structured as a limited liability company. Triumph Wealth Management LLC does not engage in capital allocation and is not classified as a multi-state adviser. The firm employs a fee structure that includes hourly charges and fixed fees, which allows for flexibility in its service offerings. While the firm does not actively pursue ESG (Environmental, Social, and Governance) investments, it does provide comprehensive financial planning tailored to the unique needs of its clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1SOUHEIL ASMAR
PresidentCRD 5858510
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LACONIA, NH
BELKNAP
Location
LACONIA, NH
Headquartered in LACONIA, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- BELKNAP
- Address
- 9 Fells Way
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
THE FOUNDRY FINANCIAL GROUP, INC.
RIALACONIA, NH
PISCATAQUA RESEARCH INC.
RIAPORTSMOUTH, NH
HARBOR ADVISORY CORPORATION
RIAPORTSMOUTH, NH
GASSMAN FINANCIAL LLC
RIASALEM, NH
DAVID WENDELL ASSOCIATES, INC.
RIAPORTSMOUTH, NH
JTD FINANCIAL SERVICES, LLC
RIABEDFORD, NH