TRIAD WEALTH PARTNERS, LLC

LAWRENCE, Kansas·7 registered advisors·CRD# 326523
SEC# 801-1281500785-830-0000
01

Firm Overview

AUM
$153M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TRIAD WEALTH PARTNERS, LLC

7 registered advisors
Bradley Lance Johnson
LAWRENCE, Kansas
Brent Martin Coggins
LAWRENCE, Kansas
Danielle Dee Hampton
LAWRENCE, Kansas
Jessica Lynn Jones
LAWRENCE, Kansas
Matthew Christian Weglarz
LAWRENCE, Kansas
Sara Kay Baker
LAWRENCE, Kansas
Shawn Christopher Sparks
LAWRENCE, Kansas
05

Office Locations

LAWRENCE, Kansas
7 advisors

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Data sourced from SEC Form ADV filings. TRIAD WEALTH PARTNERS, LLC (CRD# 326523) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.