TRIAD WEALTH STEWARDSHIP, LLC
CRD #144796 SEC #801-70199 BELLEVUE, WA 425-455-6623
SEC Registered
Total AUM
$249.6M
Discretionary
$249.6M
Employees
5
Clients
26
Accounts
485
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KNUDSEN, LARRY, LARS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KNUDSEN, LARRY, LARS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KNUDSEN, LARRY, LARS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KNUDSEN, LARRY, LARS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KNUDSEN, LARRY, LARS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KNUDSEN, LARRY, LARS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KNUDSEN, LARRY, LARS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KNUDSEN, LARRY, LARS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KNUDSEN, LARRY, LARS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KNUDSEN, LARRY, LARS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KNUDSEN, LARRY, LARS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KNUDSEN, LARRY, LARS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KNUDSEN, LARRY, LARS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KNUDSEN, LARRY, LARS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| STOBER, DANIEL, TODD | I | MEMBER | C | Control |
| STOBER, DANIEL, TODD | I | MEMBER | C | Control |
| STOBER, DANIEL, TODD | I | MEMBER | C | Control |
| STOBER, DANIEL, TODD | I | MEMBER | B | Control |
| STOBER, DANIEL, TODD | I | MEMBER | B | Control |
| STOBER, DANIEL, TODD | I | MEMBER | B | Control |
| STOBER, DANIEL, TODD | I | MEMBER | B | Control |
| STOBER, DANIEL, TODD | I | MEMBER | B | Control |
| STOBER, DANIEL, TODD | I | MEMBER | B | Control |
| STOBER, DANIEL, TODD | I | MEMBER | B | Control |
| STOBER, DANIEL, TODD | I | MEMBER | B | Control |
Registrations
Federal
IA
Mar 6, 2013 REGISTERED
Notice Filings (1)
WA
Address
777 - 108TH AVE NE SUITE 1800BELLEVUE, WA 98004
United States
Phone: 425-455-6623