Triad Wealth Partners, LLC
● SEC registered since 2023CRD 326523SEC# 801-128150Lawrence, KS
Reg. AUM
$1.53B
Employees
46
Accounts
8,187
Location
Lawrence, KS
Triad Wealth Partners, LLC assets under management
Triad Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Lawrence, KS. The firm has been registered since 2023. It reports $1.5 billion in regulatory assets under management and employs 46 people.
Triad Wealth Partners, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Martin Coggins Control | Chief Investment Officer | Under 5% | 2023 |
| Danielle Dee Hampton | Chief Compliance Officer | Under 5% | 2024 |
| Scott Michael Rinehart Control | President | Under 5% | 2025 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Triad Wealth Partners, LLC manage?
Triad Wealth Partners, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Triad Wealth Partners, LLC have?
Triad Wealth Partners, LLC reports 46 employees.
Where is Triad Wealth Partners, LLC located?
Triad Wealth Partners, LLC is based in Lawrence, KS and has been SEC-registered since 2023.
Does Triad Wealth Partners, LLC disclose fund performance?
Triad Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 730 New Hampshire St., Unit 222, Lawrence, KS 66044 |
| Phone | 785-830-0000 |
| Office hours | 8:30 - 5:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.53B▲ 895%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$1.53Bregulatory AUM
Discretionary $1.43BNon-discretionary $94.7M