Triad Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lawrence, KS. Its latest Form ADV filing, dated March 12, 2026, reports $1.5B in regulatory assets under management, 46 employees, 23 offices, and 8,187 accounts.
Assets Under Management
$1.5B
Employees
46
Offices
23 offices
Total Clients
3,896
Primary office
LAWRENCE, KS
730 NEW HAMPSHIRE ST., UNIT 222, LAWRENCE, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.8% of total clients.
Top client categories% of clientsClients
1
Individuals
86.8%
3,381
2
HNWI
13.2%
515
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 12, 2026
Discretionary93.8%
$1.4B
94% of total RAUM93.8%
Non-discretionary6.2%
$95M
6% of total RAUM6.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts8,187
10Y AUM Change+$1.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees46
Clients per Employee85:1
10Y Employee Change+41 (+820.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.