Triad Wealth Partners, LLC

RIASEC Registered
Total AUM
$1.5B
Discretionary
$1.4B
94% of AUM
Avg account
$186K
Accounts
8,187
Employees
46
Advisory reps
51

Firm details

Headquarters
Lawrence, Kansas
CRD number
326523
Registered since
June 9, 2023
Website
triadria.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI55.52%
  • Individuals44.48%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Triad Wealth Partners, LLC is an independent registered investment adviser that began SEC registration in 2023. The firm serves primarily individual and family clients and operates as a capital allocator, combining financial planning and discretionary portfolio management with the selection of third‑party managers. Its fee model mixes assets‑under‑management percentages with fixed‑fee arrangements. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Triad does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 17%, Cash & Cash Equivalents 11%, Investment Grade Corp Bonds 3%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents11%
  • Investment Grade Corp Bonds3%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 339

Active vs passive

$1.6B in ETFs

Passive

60%

$950M

Active

26%

$646M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$171M244,12610.72%
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Location

Primary office

Lawrence, KS

Douglas

Location

Lawrence, KS

Headquartered in Lawrence, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Douglas
Address
805 New Hampshire St
Time zone
CT (UTC-6)
Office locations

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