# Triad Wealth Partners

Triad Wealth Partners is a Bank / Wealth / Trust based in Lawrence, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lawrence, United States
- **Region:** North America
- **Address:** Lawrence, KS, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** triadwealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/triadwealthadvisors

## Regulatory record

- **CRD number:** 326523
- **SEC file number:** 801-128150
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-04T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326523

## About

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.

## Questions

### 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.

## Related profiles

- [Tri-Star Advisors](https://altss.com/profile/tri-star-advisors)
- [Triangle Wealth Management](https://altss.com/profile/triangle-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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