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TRIUMPH WEALTH MANAGEMENT LLC
CRD 155537
9 FELLS WAY UNIT B, LACONIA, NH, 03246, United States
Phone
603-724-5177
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 1 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-01-02
Disciplinary history
No
Services
Financial planning
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $0 |
Official SEC filing: View on IAPD