Triumph Wealth Management

Financial Services • Coral Gables, Florida, United States • 1-10 Employees

Company overview

Headquarters	2332 Galiano St, 2nd Floor, Coral Gables, Florida 33134, US
NAICS	52
Keywords	Wealth Management, Financial Planning, Investment Management, Retirement Plan, Fidcuiary
Founded	2023
Employees	1-10

Key Contact at Triumph Wealth Management

Antonio A. Lopez

Senior Financial Advisor, Founder & President at Triumph Wealth Management

About Triumph Wealth Management

At Triumph Wealth Management, our first priority is helping you take care of yourself and your family. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality. Securities and advisory services offered through Cetera Advisors, LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

Triumph Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Triumph Wealth Management has never raised funding before.

Frequently asked questions

Triumph Wealth Management is located in Coral Gables, Florida, US.

Triumph Wealth Management was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Triumph Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Triumph Wealth Management

Antonio A. Lopez

Senior Financial Advisor, Founder & President at Triumph Wealth Management

4.8

40,000 users