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Financial Advisor
Kansas
Lawrence
TRIAD WEALTH PARTNERS, LLC

TRIAD WEALTH PARTNERS, LLC

Tel: 785-830-0000 730 New Hampshire St., Unit 222 Lawrence, Kansas 66044

About TRIAD WEALTH PARTNERS, LLC

TRIAD WEALTH PARTNERS, LLC is a Lawrence, Kansas based financial advisory firm with nearly $153,379,961 in assets under management and provides investment advisory services for 1191 clients. There are currently 12 financial advisors at the firm.

General Information
Firm CRD#:

326523

Firm SEC#:

801-128150

Assets Under Management:

$153,379,961

No. of Clients:

1191

No. of Advisors:

12

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees

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