Triad Wealth Partners, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.5B
Discretionary
$1.4B
94% of AUM
Avg account
$186K
Accounts
8,187
Employees
46
Advisory reps
43

Firm details

Headquarters
Lawrence, Kansas
CRD number
326523
Registered since
June 9, 2023
Website
triadria.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI55.52%
  • Individuals44.48%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Triad Wealth Partners, LLC is an independent, SEC‑registered registered investment adviser that describes itself as a capital allocator for individual and family clients. The firm offers fee arrangements based on a percentage of assets under management and fixed fees, and provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers. Triad does not identify as an active ESG investor. The firm also holds an insurance-company affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 17%, Cash & Cash Equivalents 11%, Investment Grade Corp Bonds 3%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents11%
  • Investment Grade Corp Bonds3%
  • State & Local Bonds1%

Owners & executives

3 of 3
  • Scott Rinehart

    Scott Rinehart

    Chief Planning OfficerCRD 6849914

  • Danielle Hampton

    Danielle Hampton

    Chief Compliance OfficerCRD 3096878

  • Nicolas Pesci

    Nicolas Pesci

    Founder & CEOCRD 5844843

Contacts

3 of 40
  • John Clement

    John Clement

    Investment Advisory RepresentativeCRD 7696591

  • Jon Brown

    Jon Brown

    VP of Wealth ManagementCRD 8029203

  • Scott Grover

    Scott Grover

    Lead AdvisorCRD 6012102

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 343

Active vs passive

$1.5B in ETFs

Passive

58%

$869M

Active

27%

$621M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$139M199,6359.33%
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Location

Primary office

Lawrence, KS

Douglas

Location

Lawrence, KS

Headquartered in Lawrence, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Douglas
Address
730 New Hampshire St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth