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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 12, 2025
- Branch Offices
- 23
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AGUAYO, ERICK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUAYO, ERICK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUAYO, ERICK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUAYO, ERICK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUAYO, ERICK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUAYO, ERICK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUAYO, ERICK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baker, Sara, Kay | I | PRESIDENT | NA | Control |
| Baker, Sara, Kay | I | CHIEF PLANNING OFFICER | NA | Control |
| Baker, Sara, Kay | I | CHIEF PLANNING OFFICER | NA | Control |
| Baker, Sara, Kay | I | CHIEF PLANNING OFFICER | NA | Control |
| Baker, Sara, Kay | I | PRESIDENT | NA | Control |
| Baker, Sara, Kay | I | CHIEF PLANNING OFFICER | NA | Control |
| Baker, Sara, Kay | I | CHIEF PLANNING OFFICER | NA | Control |
| Baker, Sara, Kay | I | PRESIDENT | NA | Control |
| Baker, Sara, Kay | I | PRESIDENT | NA | Control |
| Baker, Sara, Kay | I | PRESIDENT | NA | Control |
| Baker, Sara, Kay | I | PRESIDENT | NA | Control |
| Baker, Sara, Kay | I | PRESIDENT | NA | Control |
| Baker, Sara, Kay | I | PRESIDENT | NA | Control |
| Baker, Sara, Kay | I | PRESIDENT | NA | Control |
| Baker, Sara, Kay | I | PRESIDENT | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COGGINS, BRENT, MARTIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hampton, Danielle, Dee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jones, Jessica, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Jones, Jessica, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Jones, Jessica, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Jones, Jessica, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Jones, Jessica, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| RINEHART, SCOTT, MICHAEL | I | PRESIDENT | NA | Control |
| RINEHART, SCOTT, MICHAEL | I | PRESIDENT | NA | Control |
| RINEHART, SCOTT, MICHAEL | I | PRESIDENT | NA | Control |
| RINEHART, SCOTT, MICHAEL | I | PRESIDENT | NA | Control |
| RINEHART, SCOTT, MICHAEL | I | PRESIDENT | NA | Control |
| RINEHART, SCOTT, MICHAEL | I | PRESIDENT | NA | Control |
| RINEHART, SCOTT, MICHAEL | I | PRESIDENT | NA | Control |
| WEGLARZ, MATTHEW, CHRISTIAN | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| WEGLARZ, MATTHEW, CHRISTIAN | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| WEGLARZ, MATTHEW, CHRISTIAN | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | E | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | D | Control |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | C | |
| NATIONWIDE INVESTMENT SOLUTIONS, LLC | DE | SHAREHOLDER | A | |
| TRIAD COLLECTIVE | DE | SHAREHOLDER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Johnson, Bradley, Lance | I | TRIAD COLLECTIVE | D | Control |
| Johnson, Bradley, Lance | I | TRIAD COLLECTIVE | D | |
| Johnson, Bradley, Lance | I | TRIAD COLLECTIVE | D | |
| Johnson, Bradley, Lance | I | TRIAD COLLECTIVE | D | |
| Johnson, Bradley, Lance | I | TRIAD COLLECTIVE | D | Control |
| Johnson, Bradley, Lance | I | TRIAD COLLECTIVE | D | |
| Johnson, Bradley, Lance | I | TRIAD COLLECTIVE | D | Control |
| Johnson, Bradley, Lance | I | TRIAD COLLECTIVE | D | Control |
| Johnson, Bradley, Lance | I | TRIAD COLLECTIVE | D | Control |
| Johnson, Bradley, Lance | I | TRIAD COLLECTIVE | D | Control |
| Johnson, Bradley, Lance | I | TRIAD COLLECTIVE | D | Control |
| Johnson, Bradley, Lance | I | TRIAD COLLECTIVE | D | Control |
| Johnson, Bradley, Lance | I | TRIAD COLLECTIVE | D | Control |
| Sparks, Shawn, Christopher | I | TRIAD COLLECTIVE | D | Control |
| Sparks, Shawn, Christopher | I | TRIAD COLLECTIVE | D | Control |
| Sparks, Shawn, Christopher | I | TRIAD COLLECTIVE | D | Control |
| Sparks, Shawn, Christopher | I | TRIAD COLLECTIVE | D | Control |
| Sparks, Shawn, Christopher | I | TRIAD COLLECTIVE | D | Control |
| Sparks, Shawn, Christopher | I | TRIAD COLLECTIVE | D | Control |
| Sparks, Shawn, Christopher | I | TRIAD COLLECTIVE | D | Control |
| Sparks, Shawn, Christopher | I | TRIAD COLLECTIVE | D | Control |
| Sparks, Shawn, Christopher | I | TRIAD COLLECTIVE | D | Control |
| Sparks, Shawn, Christopher | I | TRIAD COLLECTIVE | D | Control |
| Sparks, Shawn, Christopher | I | TRIAD COLLECTIVE | D | Control |
| Sparks, Shawn, Christopher | I | TRIAD COLLECTIVE | D | Control |
| Sparks, Shawn, Christopher | I | TRIAD COLLECTIVE | D | Control |
| ELLIS, KEITH, WINSLOW | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| ELLIS, KEITH, WINSLOW | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| ELLIS, KEITH, WINSLOW | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| ELLIS, KEITH, WINSLOW | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| ELLIS, KEITH, WINSLOW | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| ELLIS, KEITH, WINSLOW | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| ELLIS, KEITH, WINSLOW | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| ELLIS, KEITH, WINSLOW | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| ELLIS, KEITH, WINSLOW | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| ELLIS, KEITH, WINSLOW | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| ELLIS, KEITH, WINSLOW | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| ELLIS, KEITH, WINSLOW | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| ELLIS, KEITH, WINSLOW | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| GREGOIRE, DEREK, L.(MI ONLY) | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| GREGOIRE, DEREK, L.(MI ONLY) | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| GREGOIRE, DEREK, L.(MI ONLY) | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| GREGOIRE, DEREK, L.(MI ONLY) | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| GREGOIRE, DEREK, L.(MI ONLY) | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| GREGOIRE, DEREK, L.(MI ONLY) | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| GREGOIRE, DEREK, L.(MI ONLY) | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| GREGOIRE, DEREK, L.(MI ONLY) | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| GREGOIRE, DEREK, L.(MI ONLY) | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| GREGOIRE, DEREK, L.(MI ONLY) | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| GREGOIRE, DEREK, L.(MI ONLY) | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| GREGOIRE, DEREK, L.(MI ONLY) | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| GREGOIRE, DEREK, L.(MI ONLY) | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PECK, MATTHEW, CHAPMAN | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PECK, MATTHEW, CHAPMAN | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PECK, MATTHEW, CHAPMAN | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PECK, MATTHEW, CHAPMAN | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PECK, MATTHEW, CHAPMAN | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PECK, MATTHEW, CHAPMAN | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PECK, MATTHEW, CHAPMAN | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PECK, MATTHEW, CHAPMAN | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PECK, MATTHEW, CHAPMAN | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PECK, MATTHEW, CHAPMAN | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PECK, MATTHEW, CHAPMAN | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PECK, MATTHEW, CHAPMAN | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PECK, MATTHEW, CHAPMAN | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PELLEGRINO, ANTHONY | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PELLEGRINO, ANTHONY | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PELLEGRINO, ANTHONY | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PELLEGRINO, ANTHONY | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PELLEGRINO, ANTHONY | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PELLEGRINO, ANTHONY | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PELLEGRINO, ANTHONY | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PELLEGRINO, ANTHONY | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PELLEGRINO, ANTHONY | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PELLEGRINO, ANTHONY | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PELLEGRINO, ANTHONY | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PELLEGRINO, ANTHONY | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C | |
| PELLEGRINO, ANTHONY | I | NATIONWIDE INVESTMENT SOLUTIONS, LLC | C |
Registrations
Federal
IA
Dec 12, 2025 REGISTERED
Notice Filings (37)
AL AR AZ CA CO CT FL GA IA ID IL IN KS KY LA MA MI MN MO MS MT NC NE NH NJ NV NY OH PA RI SC TN TX UT VA WA WI
Address
730 NEW HAMPSHIRE ST., UNIT 222LAWRENCE, KS 66044
United States
Phone: 785-830-0000