TRIAD WEALTH PARTNERS, LLC
CRD #326523 SEC #801-128150 LAWRENCE, KS 785-830-0000
SEC Registered
Total AUM
$425M
Discretionary
$353.5M
Employees
19
Clients
1
Accounts
2,978
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $425M | $353.5M | $71.5M | 19 | 0 |
| Nov 2025 | $425M | $353.5M | $71.5M | 19 | 0 |
| Nov 2025 | $425M | $353.5M | $71.5M | 19 | 0 |
| Oct 2025 | $425M | $353.5M | $71.5M | 19 | 0 |
| Aug 2025 | $425M | $353.5M | $71.5M | 19 | 0 |
| Jun 2025 | $425M | $353.5M | $71.5M | 19 | 0 |
| May 2025 | $425M | $353.5M | $71.5M | 19 | 0 |
| Mar 2025 | $425M | $353.5M | $71.5M | 19 | 0 |
| Mar 2025 | $153.4M | $104.8M | $48.6M | 12 | 0 |
| Jan 2025 | $153.4M | $104.8M | $48.6M | 12 | 0 |
| Nov 2024 | $153.4M | $104.8M | $48.6M | 12 | 0 |
| Nov 2024 | $153.4M | $104.8M | $48.6M | 12 | 0 |
| Oct 2024 | $153.4M | $104.8M | $48.6M | 12 | 0 |
| Aug 2024 | $153.4M | $104.8M | $48.6M | 12 | 0 |
| May 2024 | $153.4M | $104.8M | $48.6M | 12 | 0 |
| Mar 2024 | $153.4M | $104.8M | $48.6M | 12 | 0 |
| Jan 2024 | $144.2M | $96.8M | $47.4M | 12 | 0 |
| Jan 2024 | $144.2M | $96.8M | $47.4M | 12 | 0 |
| Oct 2023 | $0 | $0 | $0 | 12 | 0 |
| Aug 2023 | $0 | $0 | $0 | 8 | 0 |
| Aug 2023 | $0 | $0 | $0 | 5 | 0 |
| May 2023 | $0 | $0 | $0 | 5 | 0 |
| May 2023 | $0 | $0 | $0 | 5 | 0 |
DateDec 2025
Total AUM$425M
Discretionary$353.5M
Non-Disc.$71.5M
Employees19
Clients0
DateNov 2025
Total AUM$425M
Discretionary$353.5M
Non-Disc.$71.5M
Employees19
Clients0
DateNov 2025
Total AUM$425M
Discretionary$353.5M
Non-Disc.$71.5M
Employees19
Clients0
DateOct 2025
Total AUM$425M
Discretionary$353.5M
Non-Disc.$71.5M
Employees19
Clients0
DateAug 2025
Total AUM$425M
Discretionary$353.5M
Non-Disc.$71.5M
Employees19
Clients0
DateJun 2025
Total AUM$425M
Discretionary$353.5M
Non-Disc.$71.5M
Employees19
Clients0
DateMay 2025
Total AUM$425M
Discretionary$353.5M
Non-Disc.$71.5M
Employees19
Clients0
DateMar 2025
Total AUM$425M
Discretionary$353.5M
Non-Disc.$71.5M
Employees19
Clients0
DateMar 2025
Total AUM$153.4M
Discretionary$104.8M
Non-Disc.$48.6M
Employees12
Clients0
DateJan 2025
Total AUM$153.4M
Discretionary$104.8M
Non-Disc.$48.6M
Employees12
Clients0
DateNov 2024
Total AUM$153.4M
Discretionary$104.8M
Non-Disc.$48.6M
Employees12
Clients0
DateNov 2024
Total AUM$153.4M
Discretionary$104.8M
Non-Disc.$48.6M
Employees12
Clients0
DateOct 2024
Total AUM$153.4M
Discretionary$104.8M
Non-Disc.$48.6M
Employees12
Clients0
DateAug 2024
Total AUM$153.4M
Discretionary$104.8M
Non-Disc.$48.6M
Employees12
Clients0
DateMay 2024
Total AUM$153.4M
Discretionary$104.8M
Non-Disc.$48.6M
Employees12
Clients0
DateMar 2024
Total AUM$153.4M
Discretionary$104.8M
Non-Disc.$48.6M
Employees12
Clients0
DateJan 2024
Total AUM$144.2M
Discretionary$96.8M
Non-Disc.$47.4M
Employees12
Clients0
DateJan 2024
Total AUM$144.2M
Discretionary$96.8M
Non-Disc.$47.4M
Employees12
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0