Assets Under Management
$425.0M
Number of Clients
1,380
Number of Advisors
28
Average Client AUM
$308K
AUM per Advisor
$15.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Triad Wealth Partners offers ongoing investment advisory and personal financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and business entities. They utilize model portfolios or create customized programs based on client goals and risk tolerance. They also provide access to third-party managers.
730 New Hampshire St., Unit 222, Lawrence, KS, 66044