Overview
Assets Under Management: $425 million
Headquarters: LAWRENCE, KS
High-Net-Worth Clients: 58
Average Client Assets: $2 million
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: 2011374
Last Filing Date: 2025-08-22 15:32:00
Website: https://triadwealthpartners.com