RIA Intel›Advisers›Florida›TRIUMPH PRIVATE WEALTH LLC

TRIUMPH PRIVATE WEALTH LLC

Advisory

ORLANDO, FL

Data as of Jul 28, 2026 · Source: SEC Form ADV

Rank in FL

#1,958

of 2,610 advisers by AUM

Average account

$163K

across 137 accounts

AUM per adviser

$22M

1 adviser

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM

$22M

Discretionary %

100%

Clients

63

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients63

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, CO, FL, TX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

63 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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LVS ADVISORY LLC

$22M

PARACCA FINANCIAL GROUP LLC

OSPREY, FL

$22M

EMERGENT GLOBAL INVESTMENTS, LLC

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$23M

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