TRIAD WEALTH PARTNERS, LLC of LAWRENCE, KS is an SEC-registered investment adviser (CRD 326523). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |