Overview
Assets Under Management: $425 million
Headquarters: LAWRENCE, KS
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
TRIAD WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326523), TRIAD WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
TRIAD WEALTH PARTNERS, LLC is headquartered in LAWRENCE, KS.
TRIAD WEALTH PARTNERS, LLC serves 58 high-net-worth clients according to their SEC filing dated December 12, 2025. View client details ↓
According to their SEC Form ADV, TRIAD WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TRIAD WEALTH PARTNERS, LLC manages $425 million in client assets according to their SEC filing dated December 12, 2025.
According to their SEC Form ADV, TRIAD WEALTH PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.36
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,978
Discretionary Accounts: 2,357
Non-Discretionary Accounts: 621
Regulatory Filings
CRD Number: 326523
Filing ID: 2033633
Last Filing Date: 2025-12-12 08:07:27
Website: 23