Triune Financial Partners, LLC
● SEC registered since 2010CRD 152277SEC# 801-70960Overland Park, KS
Reg. AUM
$1.52B
Employees
24
Accounts
2,584
Location
Overland Park, KS
Triune Financial Partners, LLC assets under management
Triune Financial Partners, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2010. It reports $1.5 billion in regulatory assets under management and employs 24 people.
Triune Financial Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jefferey Robert Jaworski Control | Owner / Managing Partner | Over 75% | 2021 |
| Melissa P Figeac-Nanez Control | Chief Compliance Officer | Under 5% | 2016 |
Frequently asked questions
How much does Triune Financial Partners, LLC manage?
Triune Financial Partners, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Triune Financial Partners, LLC have?
Triune Financial Partners, LLC reports 24 employees.
Where is Triune Financial Partners, LLC located?
Triune Financial Partners, LLC is based in Overland Park, KS and has been SEC-registered since 2010.
Does Triune Financial Partners, LLC disclose fund performance?
Triune Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Lighton Plaza II, 7400 College Blvd, Suite 300, Overland Park, KS 66210 |
| Phone | 913-825-6100 |
| Fax | 913-825-6101 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.52B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$1.52Bregulatory AUM
Discretionary $1.24BNon-discretionary $283.6M