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TRIAD WEALTH PARTNERS, LLC
CRD 326523 · SEC 801-128150
730 NEW HAMPSHIRE ST., UNIT 222, LAWRENCE, KS, 66044, United States
Phone
785-830-0000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.53B
Discretionary AUM
$1.43B
Team
46 total employees; 33 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3381 | $679.0M |
| High net worth individuals | 515 | $847.6M |
States served
AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, MA, MI, MN, MS, MT, NE, NV, NJ, NY, NC, OH, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://milesfinancialgroup.com/
- https://lakeviewretirementplanning.com/
- https://www.instagram.com/lakeviewretirementplanning?igsh=MXRtd2NhZ2Zta2Y1ZQ==
- https://www.facebook.com/strategicwealthalliancegroup
- https://prosperitygrowthstrategies.com/
- https://prosperitywealthflorida.com/
- https://choulesfinancial.com/
- https://www.linkedin.com/company/strategicwealthalliancegroup/
- https://sullivanfinancialpartners.com/
- https://www.triadwealthpartners.com
- https://strategicwealthalliance.com
- https://lefttackleadvisors.com/
- https://www.paramountwealthgroup.com/
- https://www.linkedin.com/showcase/triad-wealth-partners
- https://www.facebook.com/prosperitygrowthstrategies
- https://chadwickfinancial.net/
- https://retiremomentum.com/
Official SEC filing: View on IAPD