TRIAD WEALTH PARTNERS, LLC

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

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 Status	Approved
Firm CRD#	326523
SEC#	801-128150
Assets Managed by Firm	$153,379,961
No. of Clients	1191
No. of Advisors	12

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 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

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