Triad Wealth Partners, LLC

Triad Wealth Partners, LLC (CRD# 326523) is a financial advisory firm headquartered in Lawrence, KS. They manage $153,379,961 in 1,191 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details

730 New Hampshire St., Unit 222, Lawrence, KS 66044

https://www.linkedin.com/showcase/triad-wealth-partners

By the Numbers

Total Assets Under Management

153

MILLION
Total Number of Accounts

1,191

ACCOUNTS
Average Account Value

$128,783

Compensation Options

A percentage of assets under your management
Hourly charges
Subscription fees (for a newsletter or periodical)
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AL, AR, CA, FL, IL, IN, KS, MI, MO, NC, NV, NY, OH, PA, TX, WA, WI

Financial Advisors at Triad Wealth Partners, LLC

Showing 1 - 1 of 1 top financial advisors.

Daniel J. Kulibert

CRD#: 7860396

Clovis, CA

Daniel Kulibert (CRD# 7860396) is an Investment Advisor Representative working at Triad Wealth Partners, LLC in Clovis, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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