Private Market View

TRIAD WEALTH PARTNERS, LLC

Other · LAWRENCE, KS

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • TRIAD WEALTH PARTNERS, LLC is a other based in LAWRENCE, KS.

Registered with the SEC

Form ADV · 2026-03 · CRD 326523
Regulatory AUM
Private fund assets
Private funds
Staff
46
Registered office
LAWRENCE, KS
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for TRIAD WEALTH PARTNERS, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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