TRIAD WEALTH PARTNERS, LLC
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
FINTRXOverview
Triad Wealth Partners, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm registered with the SEC in 2023 and operates under a fee model that includes percentages of AUM and fixed fees. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutional clients, and it also engages in the selection and oversight of third-party advisers. Triad is not reported as an active ESG investor and lists an affiliation with an insurance company. The firm’s stated activities include both discretionary portfolio management and advisory work that leverages external managers, indicating a hybrid approach that combines in-house advice with manager selection.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities17%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds3%
- State & Local Bonds1%
Owners & executives
3 of 3SCOTT RINEHART
Chief Planning OfficerCRD 6849914
Danielle Hampton
Chief Compliance OfficerCRD 3096878
NICOLAS PESCI
Founder & CEOCRD 5844843
Contacts
3 of 38John Clement
Investment Advisory RepresentativeCRD 7696591
Jon Brown
VP of Wealth ManagementCRD 8029203
Scott Grover
Lead AdvisorCRD 6012102
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 330Active vs passive
$1.1B in ETFs
48%
$536M
37%
$580M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 VALUE ETF (IVE) | BlackRock | Passive | Large Value | $55M | 260,257 | 4.92% |
Location
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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