Investment adviser representative · Triumph Wealth Management LLC
Souheil Asmar
CRD 5858510 · Concord, NH
At a glance
Souheil Asmar is an investment adviser representative with Triumph Wealth Management LLC in Concord, NH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Souheil’s SEC record dates to 2011, about 15 years ago.
Current advisory firm
- Triumph Wealth Management LLCSince February 2011Concord, NH · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Souheil’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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