Wealth Manager
    SEC Registered
    Manages Private Funds

    Triad Wealth Partners, LLC

    Registered investment advisor · Lawrence, Kansas · CRD #326523

    Assets Under Management
    $1.5B
    Client Accounts
    8,187
    Employees
    46
    CRD Number
    326523
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Triad Wealth Partners, LLC

    Triad Wealth Partners, LLC is an SEC-registered investment advisory firm based in Lawrence, KS, offering financial planning and investment advisory services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Triad Wealth Partners, LLC

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    Frequently Asked Questions

    What is Triad Wealth Partners, LLC's AUM?

    Triad Wealth Partners, LLC reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Triad Wealth Partners, LLC headquartered?

    Triad Wealth Partners, LLC is headquartered in Lawrence, Kansas.

    What is Triad Wealth Partners, LLC's CRD number?

    Triad Wealth Partners, LLC's CRD number is 326523. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Triad Wealth Partners, LLC manage?

    Triad Wealth Partners, LLC manages approximately 8,187 client accounts according to its latest SEC filing.

    Is Triad Wealth Partners, LLC SEC registered?

    Yes, Triad Wealth Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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