# TRIAD WEALTH PARTNERS, LLC

TRIAD WEALTH PARTNERS, LLC of LAWRENCE, KS is an SEC-registered investment adviser.

## Registration

- CRD: 326523
- Type: SEC-registered investment adviser
- SEC file number: 801-128150
- Location: 730 NEW HAMPSHIRE ST., UNIT 222, LAWRENCE, KS, 66044
- Phone: 785-830-0000
- Latest filing: 2026-07-14
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $94.7M
- Clients: 46
- Accounts: 8,187

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Anthony Pellegrino | SHAREHOLDER | CITRA, FL |
| Derek LMi Only Gregoire | SHAREHOLDER | — |
| Matthew Chapman Peck | SHAREHOLDER | — |
| Keith Winslow Ellis | SHAREHOLDER | — |
| Shawn Christopher Sparks | OFFICER | — |
| Bradley Lance Johnson | OFFICER | — |
| Brent Martin Coggins | CHIEF INVESTMENT OFFICER | — |
| Danielle Dee Hampton | CHIEF COMPLIANCE OFFICER | — |
| Scott Michael Rinehart | PRESIDENT | — |
| Sara Kay Baker | PRESIDENT | — |
| JONES LESLEY LYNN | CHIEF OPERATIONS OFFICER | — |
| HAMPTON DANIELLE DEE | CHIEF COMPLIANCE OFFICER | — |
| PELLEGRINO ANTHONY | SHAREHOLDER | — |
| PECK MATTHEW CHAPMAN | SHAREHOLDER | — |
| ELLIS KEITH WINSLOW | SHAREHOLDER | — |
| GREGOIRE DEREK LMI ONLY | SHAREHOLDER | — |
| AGUAYO ERICK ALEXANDER | CHIEF COMPLIANCE OFFICER | — |
| Sparks Shawn Christopher | OFFICER | — |
| Johnson Bradley Lance | OFFICER | — |
| Baker Sara Kay | CHIEF PLANNING OFFICER; PRESIDENT | — |
| COGGINS BRENT MARTIN | CHIEF INVESTMENT OFFICER | — |
| WEGLARZ MATTHEW CHRISTIAN | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | — |
| Derek L.(Mi Only) Gregoire | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326523/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326523/similar
- Related entities: https://search.stillhousedata.com/firm/326523/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326523

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.