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Triad Wealth Partners
Triad Wealth Partners is an SEC-registered investment adviser in Lawrence, KS, established in 2023. The firm manages $1.5 billion in assets, with $1.4 billion...
Triad Wealth Partners
Triad Wealth Partners is an SEC-registered investment adviser in Lawrence, KS, established in 2023. The firm manages $1.5 billion in assets, with $1.4 billion on discretionary basis. It has 46 employees and 33 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2023
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Lawrence
Corporate office
Lawrence, KS, United States
Frequently asked questions
What is Triad Wealth Partners' investment management approach?
The firm employs a goals-based, fiduciary advisory process. Portfolios are typically constructed from mutual funds and exchange-traded funds, allocated across core public-market asset classes. There is no public indication that the firm offers proprietary funds or access to private markets.
How does Triad Wealth Partners charge for its services?
The firm charges fees based on assets under management for ongoing portfolio advisory services. It also provides standalone financial planning on a flat-fee or hourly basis. This dual structure is documented in the firm's Form ADV Part 2A filing.
Does Triad Wealth Partners serve institutional clients?
There is no public record of Triad Wealth Partners managing institutional assets. Its published materials focus on individuals, families, and the retirement planning needs of professionals in the Lawrence and Kansas City region.
Who makes investment decisions at Triad Wealth Partners?
Investment decisions and financial planning recommendations are made by the firm's principals, who function as the primary advisors. The firm does not publicly identify a separate investment committee, and all advisory personnel are associated persons of a registered investment advisor.
Is Triad Wealth Partners an independent firm?
Yes. Triad Wealth Partners is structured as an independently owned registered investment advisor. It is not a subsidiary of a bank, brokerage firm, or insurance company, which means it operates without proprietary product mandates.
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