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 began SEC registration in 2023 and operates as a limited liability company. The firm positions itself as a capital allocator for individual and family clients, offering financial planning and discretionary portfolio management across individuals, small businesses and institutional/business clients. Services include selecting and overseeing third‑party managers, which aligns with the firm’s use of external alternative managers. Fee arrangements include both percentage‑of‑AUM and fixed‑fee structures. The firm does not identify as an active ESG investor.
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 3
Scott Rinehart
Chief Planning OfficerCRD 6849914
Nicolas Pesci
Founder & CEOCRD 5844843
Danielle Hampton
Chief Compliance OfficerCRD 3096878
Contacts
3 of 40
David Seufer
Vice President of PlanningCRD 5681165
Jonathan Frances
FounderCRD 5826715
Timothy Marcinek
AdvisorCRD 5905733
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 652Active vs passive
$2.9B in ETFs
61%
$1.7B
26%
$1.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $139M | 199,635 | 4.86% |
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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