Triad Wealth Partners
32yrs
Top advisor by experience at Triad Wealth Partners
About the firm
A registered investment advisory firm based in Lawrence, Kansas, with about 29 offices. It manages about $1.53 billion for roughly 3,896 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$391,839
Assets under management ?$1.53 billion
Individual clients3,896
Median years of experience6
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Advisors at Triad Wealth Partners
47Advisors
6Median years of experience
13States with offices
29Offices
Also known as
28ten Group · Vantage Wealth Partners · Vantage Wealth Management · Sullivan Financial Partners · Strategic Wealth Asset Management · Strategic Wealth Alliance Group · Stine Wealth and Tax · Stine Tax and Wealth Management · Sonoran Wealth Systems · Slate River Financial · Prosperity Wealth · Prosperity Growth Strategies Wealth Management
About Triad Wealth Partners
How do I contact Triad Wealth Partners?
Call the main office at 785-830-0000. The main office is at 730 New Hampshire St., Unit 222, Lawrence, KS 66044.
How is Triad Wealth Partners paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Triad Wealth Partners offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Choosing other investment managers.
How many advisors work at Triad Wealth Partners?
We list 47 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.