John Paul Johnson

Triad Wealth Partners, LLC

20 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Triad Wealth Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

28 advisors

Number of Clients

1,380 clients

Average Client Portfolio

$308K average

Assets Under Management

$425.0M

Fee Structure

Location

11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764

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History

Regulatory History (1)

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Customer Dispute

August 2017

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

John is a managing partner at Paramount Wealth Group and part owner of ZRJ. He also works as an agent selling Medicare, dedicating a few hours per week, and is a silent member of PWG Realty Holdings.