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TRIAD WEALTH PARTNERS, LLC

730 New Hampshire St., Unit 222
Lawrence, Kansas 66044
Tel: 785-830-0000

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About TRIAD WEALTH PARTNERS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#326523
SEC#801-128150
Assets Managed by Firm$153,379,961
No. of Clients1191
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Subscription fees
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1191$153,379,961
Individuals (other than high net worth individuals)539$145,459,022
High net worth individuals3$7,920,939

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ONEDIGITAL INVESTMENT ADVISORS
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MARINER WEALTH
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AE WEALTH MANAGEMENT, LLC
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$27,082,623,332277294578
PRIME CAPITAL FINANCIAL
6201 College Blvd., Suite #150
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$24,362,866,55230635353

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