730 New Hampshire St., Unit 222
Lawrence, Kansas 66044
Tel: 785-830-0000
TRIAD WEALTH PARTNERS, LLC, formally registered with the SEC as TRIAD WEALTH PARTNERS, LLC. The firm was established in 06/09/2023. They have over 1 offices throughout the country.
TRIAD WEALTH PARTNERS, LLC is a Lawrence, Kansas based Financial Planning firm with nearly $153,379,961 assets under management, offering retirement planning & investment advisory services to 1191 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 326523 |
SEC# | 801-128150 |
Assets Managed by Firm | $153,379,961 |
No. of Clients | 1191 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1191 | $153,379,961 |
Individuals (other than high net worth individuals) | 539 | $145,459,022 |
High net worth individuals | 3 | $7,920,939 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
Explore More Retirement Advisors in Lawrence, Kansas