RIA Intel›Advisers›Kansas›TRIAD WEALTH PARTNERS, LLC

TRIAD WEALTH PARTNERS, LLC

Advisory

N·LAWRENCE, KS

Data as of Jul 14, 2026 · Source: SEC Form ADV

Total AUM

$1.5B

1-Year AUM Growth

+177.1%

3-Year CAGR

—

Employees

33

Assets Under Management

Total AUM$1.5B

Discretionary AUM$1.4B

Non-Discretionary AUM$95M

Discretionary %93.8%

Total Clients1,380

Team

Total Employees33

Investment Advisers46

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record14

First FilingMay 12, 2023

Latest FilingJul 14, 2026

🔒 Full AUM trend chart and 14 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRIAD WEALTH PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.