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Advisor

Souheil Asmar

Triumph Wealth Management · Concord, New Hampshire

Souheil Asmar is a fee-only financial advisor at Triumph Wealth Management in Concord, New Hampshire. Triumph Wealth Management reports charging hourly fees and fixed fees on its Form ADV.

HourlyFixed fees Fee-only

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Facts

FirmTriumph Wealth Management
Based in Concord, New Hampshire
Fee model (firm's Form ADV)Hourly · Fixed fees
SEC registration Investment adviser representative in NH · CRD 5858510
Exams passedSeries 65 (2010)
Firm size2 employees
Disclosures None reported

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Questions about Souheil

Is Souheil Asmar a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Souheil holds no broker registration, and Triumph Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Souheil charge for financial advice?

Souheil's firm, Triumph Wealth Management, reports charging hourly fees and fixed fees on its SEC Form ADV.

Where is Souheil Asmar based?

Souheil Asmar is based in Concord, New Hampshire.

Is Souheil Asmar registered with the SEC?

Yes. Souheil Asmar is registered as an investment adviser representative in NH (CRD 5858510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How do I contact Souheil Asmar?

Contact details aren't on file yet. Search for Triumph Wealth Management.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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