TRIAD WEALTH MANAGEMENT, LLC
CRD #314293 SEC #801-121419 LAWRENCE, KS 316-361-7013
SEC Registered
Total AUM
$44K
Discretionary
$44K
Employees
12
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2022 | $44K | $44K | $0 | 12 | 0 |
| May 2022 | $44K | $44K | $0 | 12 | 0 |
| Apr 2022 | $44K | $44K | $0 | 12 | 0 |
| Mar 2022 | $44K | $44K | $0 | 12 | 0 |
| Jan 2022 | $0 | $0 | $0 | 12 | 0 |
| Nov 2021 | $0 | $0 | $0 | 12 | 0 |
| Oct 2021 | $0 | $0 | $0 | 12 | 0 |
| May 2021 | $0 | $0 | $0 | 12 | 0 |
DateJul 2022
Total AUM$44K
Discretionary$44K
Non-Disc.$0
Employees12
Clients0
DateMay 2022
Total AUM$44K
Discretionary$44K
Non-Disc.$0
Employees12
Clients0
DateApr 2022
Total AUM$44K
Discretionary$44K
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$44K
Discretionary$44K
Non-Disc.$0
Employees12
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0