| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Martin Coggins Control | Chief Investment Officer | Under 5% | 2023 |
| Danielle Dee Hampton | Chief Compliance Officer | Under 5% | 2024 |
| Nationwide Investment Solutions, LLC | Shareholder | 25-50% | 2023 |
Triad Wealth Partners, LLC reports $425 million in regulatory assets under management on its Form ADV.
Triad Wealth Partners, LLC reports 19 employees.
Triad Wealth Partners, LLC is based in Lawrence, KS and has been SEC-registered since 2023.
Triad Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $353.5M |
| Non-discretionary | $71.5M |
| Total (RAUM) | $425M |