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Matthew Christian Weglarz

TRIAD WEALTH PARTNERS, LLC·LAWRENCE, Kansas
Clean recordTRIAD WEALTH PARTNERS, LLC
730 NEW HAMPSHIRE ST., UNIT 222, LAWRENCE, KS 66044CRD# 5365019Firm CRD# 326523

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Christian Weglarz · LAWRENCE, KS
Registration
CRD #5365019 · TRIAD WEALTH PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Christian Weglarz is a registered financial advisor based in LAWRENCE, Kansas, affiliated with TRIAD WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TRIAD WEALTH PARTNERS, LLC
TRIAD WEALTH PARTNERS, LLC
AUM
$153M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at TRIAD WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 5365019
Firm CRD# 326523
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Christian Weglarz offer?
Matthew Christian Weglarz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAWRENCE, Kansas for a consultation.
What are Matthew Christian Weglarz's credentials?
Matthew Christian Weglarz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Christian Weglarz located?
Matthew Christian Weglarz is based in LAWRENCE, Kansas, working with TRIAD WEALTH PARTNERS, LLC. Their office serves clients in the LAWRENCE metropolitan area and surrounding communities.
How does Matthew Christian Weglarz charge for services?
Matthew Christian Weglarz's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIAD WEALTH PARTNERS, LLC?
TRIAD WEALTH PARTNERS, LLC has approximately 12 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRIAD WEALTH PARTNERS, LLC

Bradley Lance Johnson
LAWRENCE, KS
Danielle Dee Hampton
LAWRENCE, KS
Sara Kay Baker
LAWRENCE, KS
Shawn Christopher Sparks
LAWRENCE, KS
Brent Martin Coggins
LAWRENCE, KS
Jessica Lynn Jones
LAWRENCE, KS

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