TRIAD WEALTH MANAGEMENT, LLC

LAWRENCE, Kansas·1 registered advisor·CRD# 314293
SEC# 801-1214190316-361-7013
01

Firm Overview

AUM
$44K
Regulatory assets under management
Employees
12
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at TRIAD WEALTH MANAGEMENT, LLC

1 registered advisor
Mark David Harper
LAWRENCE, Kansas
05

Office Locations

LAWRENCE, Kansas
1 advisor

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Data sourced from SEC Form ADV filings. TRIAD WEALTH MANAGEMENT, LLC (CRD# 314293) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.