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Triad Wealth Partners, LLC

EST. AUM
$1,526,606,248

CONTACTS
1

CLIENT ACCOUNTS
8,187

Firm Details

Metro area Kansas City
CRD Number 326523
Website triadwealthpartners.com
Client types

Overview

Triad Wealth Partners, LLC is a Delaware limited liability company established in 2023. The firm operates as a registered investment adviser headquartered in Lawrence, Kansas. Its principal owners are Triad Collective, LLC and Nationwide Investment Advisory. Triad Wealth provides investment advisory and financial planning services through a network of Investment Adviser Representatives (IARs), who operate as independent contractors under the firm’s supervision. These IARs often market their services through independently owned business entities. The firm maintains direct contractual relationships with clients and may engage third-party managers or service providers on their behalf.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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